The iManage Integration for Salesforce, Powered by CaseCloud, includes a built-in default set of permissions and permission sets that can be assigned to your users in Salesforce to grant functionality within the application.
What permission sets are available for Salesforce users?
CaseCloud ships with multiple pre-defined permission sets that allow your Salesforce user to perform those activities within the integration. Below is the list of custom permission sets provided within the integration's package:
| Permission Set Name | Description |
|---|---|
| iManage Admin | Allows full operational capability within the connector. |
| iManage User | Allows regular operational capability within the connector. Users assigned to this permission set cannot modify configuration settings within the iManage Setup tab. |
| iManage Read-Only | Restrict users to read-only operations. |
The permission sets are shipped with the iManage Integration application and are not editable. To customize permissions for your users, CaseCloud recommends creating a Permission Set Group and adding the CaseCloud-shipped permission set to it. Then, you can further mute any custom permissions provided by CaseCloud below to disable them for your Salesforce users.
The advantage of using permission set groups is that you will automatically receive updates to any CaseCloud-shipped permission sets during future package upgrades, without affecting any muted permissions set by your administrator.
How to control Salesforce users' ability to perform operations within connected Workspaces and Folders?
AdvoLogix ships with multiple custom permissions that can grant or restrict your Salesforce user's ability to perform those activities within the connector. Below is a list of custom permissions provided:
| Permission Name | Description |
|---|---|
| iManage: Create Folders | Allows users to create folders within a workspace. |
| iManage: Create Folders Using Templates | Allows users to create a set of folders using a Workspace Template. |
| iManage: Create Workspace | Allows users to create workspace and manage the custom profile attributes. |
| iManage: Document Upload | Allows users to upload documents within folders. |
| iManage: Manual Workspace/Folder Mapping | Allows users to manually select or change the root iManage Workspace or Folder associated with Salesforce records. |
| iManage: Read-Only Access | Restricts users to viewing workspace content only and prevents them from making modifications. |
| iManage: Update Workspace | Allows users to update a workspace and manage the custom profile attributes. |
| iManage: Use Standard Navigation for browsing Workspaces & Folders | Lets users navigate within workspaces or folders using the iManage provided interface. |
Custom permissions apply only within the non-native iManage User Interface. When browsing through the standard iManage Work user interface, these permissions will not apply and will be bypassed. These custom permissions can be assigned to any user using a profile or a permission set.
Permission Set Groups provide a useful way to apply muting permissions to all Permission Sets within the group. This way, your administrators can use and create a Permission Set Group for your users that includes the CaseCloud controller Permission Set, and can mute some permissions that CaseCloud has, by default, enabled in the included Permission Sets. This offers the advantage of getting all the updates that CaseCloud offers via the packaged Permission Set, and you, as an admin, can still control which features you want to enable or disable for your users without any worry.
Step 1: The following steps assume that no previous permission set groups have been set up in the organization.
- From Setup, enter
Permission Set Groupsin the Quick Find box. - Select Permission Set Groups.
- Select the New Permission Set Group button and create the new permission set group.
Step 2: Open the Permission Set Group detail page by selecting the API Name link.
Step 3: Select the Permission Sets in Group link under the Permission Sets section.
Step 4: Select the Add Permission Set button and choose which permission sets you want and click Save.
TIP: Select the 'I' to find the iManage permission sets.
Did you know? You can add up to 100 permission sets to a permission set group.
Step 5: Select the permission sets that you want to add to the group and click Add.
Step 6: Select Done and click on the Back to: Permission Set Group link. When the update is complete the permission set group status will change to Updated. You may have to refresh your browser page.
[optional] Step 7: Select the Muting Permission Set in Group link under the Permission Sets section.
[optional] Step 8: Select New if no muting permission set exists on this screen.
[optional] Step 9: Select Save.
Did you know? Only one muting permission set is allowed per group.
[optional] Step 10: Click on the Muting Permission Set Label name link.
[optional] Step 11: As an administrator, you have full control and can now enable/disable any permission within the AdvoLogix packaged permission set that is locked for editing. There are two different places to do this: Object Settings and Custom Permissions. From here, you can get as granule as you want with your users' permissions for the iManage Integration.
You are now ready to assign this permission set group to your users. Good job!
Muting only impacts members within the Permission Set Group. Users outside of the group who are assigned to individual permission sets remain unaffected.
As a best practice, if a Permission Set Group includes a Permission Set then users requiring access from the permission set must be removed from the permission set and added back to the Permission Set Group instead.