Setting Permissions
Setting Permissions
By Casey1 author6 articles
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…