Managing custodian assignments for users
The tab of a user provides you with a single interface to the following information:
View all the custodian locations assigned to the custodian.
Assign new locations to the custodian.
View the filtered list of the parent data locations under which the user has custodian assignments.
Remove data locations assigned to the user.
To assign a custodian location do the following:
- On the Workspace tab, navigate to the list-view.
- Click a user. The panel populates to display additional details.
- Click on the Summary panel to display the underlying user-centric views.
By default, the tab displays a summary of the selected user
- Click the tab. The page displays the filtered list of the parent data locations under which the user has custodian assignments. For example, if the user is assigned as a custodian on the shares on the filers in a domain, the filtered list of only those filers is displayed.
- Click the data location. The panel on the right displays whether the user has assignments on any of the children paths under that data location.
- You can drill down the or hierarchy to view the children data locations for which the user is a custodian.
- To assign the user as the custodian for a particular path, click the Custodian icon and select .
- Select the or radio button.
- Select the location, and click .
- To view a list of all the data locations in a domain on which the user is a custodian, click the button. A list of all the paths for which the user is a custodian is displayed.
To remove all custodian locations
- On the tab, click the data custodian icon and select .
- Click Yes on the confirmation message.
Note: |
This option removes all the assigned custodian locations for the user. |
To view/export custodian information for a user
- To view a list of all the data locations in an enterprise on which the user is a custodian, click the Custodian icon, and select . A list of all the paths for which the user is a custodian is displayed.
- Click the Email icon to email custodian assignment information to desired email recipients.
- Click the Export icon at the bottom of the page to export the data on the screen to a
.csv
file.