Required Roles: Workspace Manager, or Product Module Manager for the relevant module.
Required Permissions: Manager mode access for the module.
Manager mode gives Workspace Managers and Product Module Managers a single place to open and administer any cabinet or folder inside their assigned modules.
Overview
Cabinets and folders in Regulatory, Clinical, Quality, and Corporate are all accessible from Manager mode. Product Module Managers only see modules they're assigned to; Workspace Managers see everything.
How to Open a Cabinet or Folder
Ensure the appropriate user permissions have been enabled in User Management Settings.
Note: The Product Module Manager options cannot be selected when Workspace Manager is enabled.
For a Product Module Manager, choose the module — for example, Regulatory's Documents, Clinical's TMF, Quality's Controlled Documents, or Corporate's Projects.
Once the appropriate permissions have been enabled, click your name in the top navigation bar.
Select Manage Modules (Product Module Manager) or Manage Workspace (Workspace Manager Mode).
Note: if you have Workspace Manage permissions enabled, you will not see Manage Modules in the dropdown as a Workspace Manager has access to all modules.
Click into any cabinet or folder to open it in Manager view. From here you can edit folder settings, manage permissions, create or move folders, and monitor active workflows.