Accessing applications within iManage Work (Web)

Admin requirements for adding InfoTrack to iManage

Before adding InfoTrack to iManage, you must have privileges to access application management or ask an administrator to set up the integration. 

Step 1: In the Control Center, select Roles from the left-hand panel.

Step 2: Select the Global Management role from the dropdown at the top of the page.

Step 3: If a role doesn’t already exist, select Create Global Role.

Step 4: Under Privileges, ensure App Management is enabled.

Note: You can enable all privileges or App Management only. 

Step 5: Once the role is created, assign the user – or users – to the role. Select the Users sub-tab from within the role. Then, click Assign to Users.

Step 6: The user/s assigned to the new role will now see Applications on the left-hand panel in the Control Center and enable the InfoTrack integration. 

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