Workspace Management
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...
Custom Workflows - 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 new user groups (V2)The below instructions describe the process of creating new user groups, and then setting group access for:
Clinical*
- eTMF cabinets
- Si...
Enabling DocuSignKivo utilizes a DocuSign integration to execute Part 11 compliant eSignature workflows.
DocuSign can be enabled for specific users withi...
Create new users (V2)The below instructions describe the process of creating new users and setting user permissions using the V2 permission interface:
Step 1...
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 a user to your organization1. Log into Kivo with a user with the Workspace Manager Role.
2. Click on the the user name in the Upper Right Corner and select manager W...