Working with Cabinets and folders
Creating, Editing and Deleting Cabinets and Folders
By Casey1 author10 articles
- 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...
- Deleting Folder(s)Delete 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…