Kivo

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

Casey Huxtable

eTMF

Create a custom design with text, images, and links

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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.

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

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

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

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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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