General Overview/Kivo Basics
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 KivoRequired Roles: Workspace Manager (to grant access); Any user (to view/access areas granted)Required Permissions: Varies by role. See Role...
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) configuration for Azure ADSingle sign-on (SSO) is an authentication method that enables users to securely authenticate with multiple applications by using just one ...
FAQs
FAQs
Understanding Notifications in KivoRequired Roles: Any user (to receive notifications)Required Permissions: Access to the relevant documents, activities, projects, trainings...
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 PracticesRequired Roles: AllRequired Permissions: AllIndex
Overview
Updates
My Work
Reviews & Approvals
Upcoming
OverviewThe Home Page appears ...
How do I reset my password?These steps apply to user account authenticating with a password. If your workspace is integrated with SSO and you authenticate using your...
How to clear Cache and Cookies in BrowserGeneral Overview/Kivo Basics>FAQsEditor, Reviewer, Viewer, Investigator, Inspector and Training user permissions.Clearing browser cach...
Enabling pop-ups in Safari on MacOSMacOS Safari users may experience issues when trying to edit documents online. Safari blocks websites from opening new windows by default....
How do I find files, folders, content in Kivo?Article describes simple and advanced searches for documents, folders and cabinets. Additionally there are several filtering options to he...
User Roles & PermissionsRequired Roles: Workspace Manager (to configure access)Required Permissions: Varies by role. See tables below for module-level and DMS-lev...