Assistant

Helpdesk power, admin-level control.

Assistant gives helpdesk and support staff the iManage Work tools to resolve user requests across every library, without handing them full administrator rights.

Routine requests should not wait for an administrator

Most iManage support tickets are routine: fix a profile, adjust who can see a folder, find or move content. Resolving them needs administrator-level access that most firms rightly refuse to give the helpdesk. So tickets queue for a small admin team, and users wait.

What you get

• Search and act across libraries. Find documents and emails, across every connected library, then act on selected items or on all results.
• Bulk profile and security changes. Update metadata and security on documents, folders and workspaces in one operation, and refile child folders and documents to match their parent.
• The departed-user problem, solved. Find documents checked out by someone who has left and check them in or unlock them.
• Role-based delegation. Built-in Admin, Intermediate and User roles, plus custom roles, control what each person can see and do, down to which libraries are visible. Underlying iManage permissions are never changed.
• Everything on record. Every operation requires a reason and is logged, so supervisors can review what was done, to what, and why.
• User administration. Create users and groups across libraries and keep iManage users synchronized with Active Directory on a schedule.

Works with

iManage Work 10 on premises and iManage Cloud.

Common questions

Does Assistant replace iManage's admin tools?

No. It sits alongside them and takes the routine work off the administrators, who keep full control.

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Is every action recorded?

Yes. Every operation requires a reason and is logged in the task history for review.

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Who should use it?

Helpdesk, service desk and practice support staff who handle day-to-day iManage requests.