Workspace Management
By Casey1 author15 articles
Working with Cabinets and folders
Creating, Editing and Deleting Cabinets and Folders
Editing Folder Properties (folder names, tags, metadata)Required Roles: Workspace Manager Step 1. Navigate to the folder. Step 2. Switch to Workspace Manager in the top right corner of Kivo. Cli...
Workspace Manager in KivoA Workspace Manager is an administrative role that has control over a Kivo SaaS workspace and access to a settings tabs, where user permis...
Delete Folder(s)Workspace Manager user permissions are required to delete folders.
Workspace Manager users can delete one or more folders at any level.
Fo...
Adding a Workflow to a CabinetStep 1: As a Workspace Manager user, enter Manager Mode:
Step 2: Navigate to the relevant cabinet, select the ellipsis icon, and select...
Create Custom Metadata FieldsPlease note that only Work Space Manager can create a custom Metadata fieldTo create a Custom Metadata field
Log in to Kivo as a User wi...
Tagging a folder1. Log in to Kivo and Navigate to the folder you wish to add a tag.
2. Switch to Manager Mode.
3. Click on the Ellipsis and choose Edit ...
Create a folderWorkspace Manager> Working with Cabinets and Folders
Workspace Manager user permissions.
Step 1. Log in to Kivo as a User with Workspa...
Create a new CabinetPlease note that only Workspace Managers can add new cabinets.Here are the steps:
Click on you name in the upper right corner and select ...
Moving Folder(s)Workspace Manager> Working with Cabinets and Folders
Workspace Manager user permissions.
Any folder can be moved from one location to a...
Setting Permissions
Setting Permissions
Inspector User RoleThis article applies to the Inspector user role.
Workspace Manager permissions are required to assign this role to a user.Kivo enables vir...
Creating and Managing User GroupsCreate and manage user groups in Kivo to control access across cabinets, activities, sites, vendors, projects, CTIS, submissions, and eCTDs. Learn how to assign group permissions and configure access inheritance…
Configuring Part 11 E-Signature with DocuSignDocuSign integration in Kivo enables 21 CFR Part 11 compliant electronic signatures for document approvals. Learn how to enable e-signature accounts, configure workflows, assign approvers, and troubleshoot common signing issues.
Removing a userLog into Kivo
Switch to Workspace Manager mode
Click on Documents/Regulatory
Click on the Ellipsis next to the Cabinet you w...
Inviting New UsersLearn how to invite new users to Kivo, assign roles and groups, choose authentication methods (SSO or username/password), and verify login and invitation status to ensure proper access.
Leveraging the Access Management PageThis explains how to use the Active Workforce (Access Management) page to view/manage all items that are associated with a specific user. Useful when deactivating users, reassigning work, and identifying…