Kivo

Learn how to grant users access to sites and trial activities by managing group permissions and assigning access levels.

Managing permissions for sites and activities

Casey Huxtable

Clinical

The Investigator user role is a user type that allows users to upload documents to placeholders only.
 
The Investigator user role is idea...

Investigator Access

Multi-Document Placeholders enables users to create multiple files from a single Placeholder. This is used in locations that may require m...

Multi-Document Placeholders

Kivo allows for virtual inspections using the "Inspector" user account role.
 
The Inspector user role allows the sponsors to restrict acc...

Inspector User Role

Kivo offers Redaction feature, this allows the user to remove visible text and graphics from a pdf. 1. Log in to Kivo and Navigate to a PD...

Redact a PDF document

As part of our eTMF product, Kivo supports adding unblinded documents. Users can be granted the ability to view unblinded documents at a f...

Add Unblinded Document from Upload

eTMF

If you wish to export the submission application built in the submission builder, here are the steps:Step 1: Open the submission builder a...

Export a submission application zip file

Metadata section in a submission application is a tab where a user can specify all the important metadata information about a submission. ...

Add the Metadata information about a submission application

Submission structures can be imported and exported in Kivo. Kivo solution already comes with submission structures and templates like IND,...

Link a document to a section of the submission application

 Log into Kivo and navigate to Submission Builder. Submission Builder is located on the bar on the left side.

Select the Section where yo...

Add a Redacted PDF to a Submission

1. Log in as a user with "Can View Unblinded permission" 
2. Navigate to the folder to upload an Unblinded document
3.  Click the Blue Plu...

Adding an Unblinded document from a placeholder

Click on Submissions 

Select a category                                              

Select a…

Modify the Name of an Application

Click on Submissions  

Select a category                                               

Select the…

Renaming a product in Submission Builder

Click on Submissions    

Select a category, product, application and submission

Select a module and section  

In the center pane will b...

Selecting a specific version of a document in a submission

Click on Submissions   

Select a Category, Product, Application and Submission  

In the Center top will be an “Export” button
Click the ...

Export and Download a Submission

Click on Submissions    

Choose a Category, Product, Application and submission.  

Select a module and section from the list on the left...

Adding a Document to a Submission

Click on Submissions.    

Select a Category, Product, Application and Submission.
The Submission tree is displayed. 

Access the Submission Builder

CTIS Builder

Create a custom design with text, images, and links

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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