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Inviting a user to your organization

1. Log into Kivo with a user with the Workspace Manager Role. 2. Click on the the user name in the Upper Right Corner and select manager W...

C
Written by Casey Huxtable
Updated over 3 weeks ago

1. Log into Kivo with a user with the Workspace Manager Role.

2. Click on the the user name in the Upper Right Corner and select manager Workspace.

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3.Click on the Gear in the Lower Left Corner.

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4. The List of Users is displayed

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5. Scroll to the bottom of the list and click on Create User

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6. Enter the new User's Email address, First Name, Last Name and the email address associated with thier Office account into the dialogue.

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7. Click Create User

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8. The User will receive an Email from the Kivo Welcome Committee and will be able to set up their password.

9. The new user will appear in the list of users and you can assign permissions for the DMS and Submissions.

10. Click On Documents to return to the DMS

11. Hover over the Cabinet you wish to add access to and click on the Ellipsis

12. Click Edit

13. The user list is displayed on the Right hand Side. Scroll to the bottom until you see "Grant Access"

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14. Click the drop down arrow and select the user to add

15. Choose the permissions to apply (Editor or Reader) and the Role(s) (Approve and or Create)

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