Managing custodian assignments for users

The Custodian tab of a user provides you with a single interface to the following information:

To assign a custodian location do the following:

  1. On the Workspace tab, navigate to the Users list-view.
  2. Click a user. The Summary panel populates to display additional details.
  3. Click Expand Profile on the Summary panel to display the underlying user-centric views.

    By default, the Overview tab displays a summary of the selected user

  4. Click the Custodian 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.
  5. Click the data location. The Assignments panel on the right displays whether the user has assignments on any of the children paths under that data location.
  6. You can drill down the Physical or DFS hierarchy to view the children data locations for which the user is a custodian.
  7. To assign the user as the custodian for a particular path, click the Custodian icon and select Add Location.
  8. Select the Physical or DFS radio button.
  9. Select the location, and click OK.
  10. To view a list of all the data locations in a domain on which the user is a custodian, click the View All Assignments button. A list of all the paths for which the user is a custodian is displayed.

To remove all custodian locations

  1. On the Custodian tab, click the data custodian icon and select Remove All.
  2. 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

  1. 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 View All Assignments. A list of all the paths for which the user is a custodian is displayed.
  2. Click the Email icon to email custodian assignment information to desired email recipients.
  3. Click the Export icon at the bottom of the page to export the data on the screen to a .csv file.