General Overview/Kivo Basics
By Casey1 author17 articles
Authentication & Security
This section covers everything you need to manage secure access to Kivo. Here, you’ll find step-by-step guides and overviews on setting up and managing Single Sign-On (SSO) with leading identity providers, understanding Multi-Factor Authentication (MFA), and understanding Kivo’s password and security policies.
How Permissions Work in KivoKivo’s permissions system controls user access by role and workspace access. Permissions are role-limited, group-based, cascading from parent to child areas, and additive at lower levels across DMS, Activities, and…
Multi-Factor Authentication (MFA) with KivoRequired Roles: N/A
Required Permissions: N/A
Overview
How MFA Works
Supported Authenticator Apps
Setting Up MFA
Additional Inform...
Kivo's Password and Security PoliciesRequired Roles: N/ARequired Permissions: N/AKivo takes data privacy, system integrity, and access security very seriously. Our controls ar...
Single Sign-On (SSO) with Microsoft Entra IDConfigure Single Sign-On (SSO) between Kivo and Microsoft Entra ID (formerly Azure AD), including admin consent steps, authentication flow details, and what to expect during setup and login.
Single Sign-On (SSO) Overview
Trust, Compliance, and Data Integrity with Kivo Part 11 E-SignaturesKivo’s native Part 11 e-signature delivers secure, validated, and audit-ready approvals without external dependencies. Learn how it improves reliability, eliminates sync issues, and maintains full compliance while streamlining the signing…
Kivo Part 11 E-Signatures: Setup, Configuration, and UseKivo’s native Part 11 e-signature enables secure, compliant document approvals without DocuSign. Learn how to configure workflows, select signature formats, place signatures, and complete approvals with full audit traceability.
FAQs
FAQs
Understanding Notifications in KivoLearn how Kivo notifications keep you informed through Dashboard updates and email alerts. Understand how Updates, My Work, Reviews & Approvals, and Upcoming sections work, when reminder/summary emails are sent,…
Email NotificationsLearn how Kivo notifications keep users informed about assigned tasks, due dates, training, workflows, and document activity through email reminders and homepage updates, including timing, cadence, and opt-out options.
Accessing KivoRequired Roles: All RolesRequired Permissions: All PermissionsIndex
Overview
Login Steps
Single Sign-On (SSO)
Next Steps After Login
Troub...
Home Page Overview and Best PracticesLearn how to use the Kivo Home Page to track Updates, My Work, Reviews & Approvals, and Upcoming deadlines. This article explains how to prioritize tasks, manage due dates, and…
Resetting PasswordsReset your Kivo password from the login screen using the Forgot Password link. If your workspace uses Single Sign-On (SSO), reset your password through your identity provider such as Entra…
How to Clear Cache and Cookies in BrowserClear your browser cache and cookies to resolve login, Microsoft 365, SharePoint, or DocuSign integration issues. This guide explains when Support may request it and how to safely reset your…
Enabling Pop-up Windows in Safari on MacOSEnable pop-ups in Safari on macOS to ensure Microsoft 365 document editing and DocuSign integrations work properly. This guide explains why pop-ups are required and how to allow them for…
Searching for Content in KivoSearch for documents, folders, cabinets, and placeholders in Kivo using Simple Search, Advanced Search, and Document Browser filters. Learn how to refine results by area, cabinet, or folder to quickly…
User Roles & PermissionsRequired Roles: Workspace Manager (to configure access)Required Permissions: Varies by role. See tables below for module-level and DMS-lev...
Release Communication and Validation for CustomersLearn how Kivo communicates software releases, including notification timelines, what is included in each release, validation documentation provided, and how feature, patch, and configuration releases impact customer change control and…