Workspace Management
By Casey1 author26 articles
- Workspace Management Audit TrailAccess detailed configuration changes in your workspace through the audit trail with filtering and export options.
- Document Metadata OverviewLearn how to set up, manage, and automate document metadata in Kivo across folders, document types, and workflow steps.
- Configure Document Types, Categories, and ArtifactsSet up and manage your organization's document type hierarchy in Kivo, including naming formats and automatic document numbering.
- Set Up and Configure an Activity TypeHow to configure an activity type in Kivo: creating subtypes, naming conventions, the {{field}} auto-fill syntax, sequences, metadata fields, tags, and linking document templates.
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 a Folder or CabinetDelete one or more folders in your workspace using Workspace Manager permissions.
- 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...
- Adding, Deleting, and Modifying FoldersLearn how to add a new folder, edit a folder's details, and delete a folder in Kivo. All folder management is performed from Manager mode by Workspace Managers and Product…
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…
- Product Module Managers: Role Overview and AssignmentLearn what the Product Module Manager role can do in Kivo and how Workspace Managers assign it. Manage cabinets, folders, permissions, and active workflows within scoped modules, without granting full…
- Managing Document and Form TemplatesSet up reusable document and activty form templates in Kivo. Designate a source folder, tag templates, link them to destination folders, and let users create new documents from approved templates…
- Assigning Permissions to Documents, Folders, Submissions, the eCTD Viewer, and Regulatory AccessGrant users and groups access to documents, folders, submissions, the eCTD viewer, and Regulatory Access from Manager mode.
- Creating a New FolderAdd a new folder inside a cabinet or parent folder from Manager mode.
- Editing Folder Details, Tags, and Workflow SettingsUpdate a folder's details, tags, and assigned workflow from Manager mode in Kivo.
- Document Controls: Editing Control Numbers, Effective Dates, and Review Dates on Approved DocumentsWorkspace Managers can use the Document Controls tab in Manager Mode to edit a document's control number, effective date, review-by date, and periodic review date on approved documents without creating…