Activate a service user for iManage

Go to https://cloudimanage.com/
Create a new User e.g. LexisCreate@company.com. We advise creating an internal user.
(More info about how to add users in iManage, you can find on iManage Help). If you’re not familiar with this, your IT-partner definitely has experience with this.

Important: you should have an iManage admin role to be able to add a user. The newly created user doesn't need to be an admin in iManage.

Go back to the integration guide to follow the next steps of the integration.

Yes, the service user can be an internal user in iManage, this user will have by default access to all 'public' workspaces.

Yes, the service user can be an external user in iManage but you will need to give it explicit access to the selected workspaces.

Yes, the user can be a virtual user, as long as the user can login to iManage that will work for the Lexis® Create DMS integration.

Yes, this shouldn't matter for the Lexis® Create DMS integration.

We suggest to use the following flow to avoid any redirect issues:

Log out of iManage on the browser you're working on
Log in to iManage with the service user
Log into the Lexis® Create DMS dashboard as an admin (doesn't matter which account, it doesn't have to be the same as the service account)
Go to integrations and click "Connect to iManage Cloud".

This way, the active browser session for iManage Cloud will be recognized and the integration set up will be complete.