General

A user is out sick and I need access to a file that the user owns. I own the workspace. How do I get access to the file?
As the workspace owner, you can change the file ownership by going into file properties and changing the ownership there. Otherwise, if you are not the work...
Fri, Oct 5, 2018 at 11:26 AM
As a Manager or Administrator - How do I see all of the Opportunities in everyone’s pipelines?
As an administrator, you have to use the Administrator tool to add your user's profile to the pipeline workspaces for all the other users. After this a...
Fri, Oct 5, 2018 at 11:45 AM
Can I access Privia without the installed client?
Yes, but with caveats.  The Privia application, to include the Privia Administrator, Privia Process Designer, and Privia Toolbar, is designed to work in a W...
Wed, Mar 15, 2017 at 3:09 PM
Fixing a Max File Locks Issue
In the Privia Client Log, if there is an error that points to "Max File Lock", utilize this Tech Note to recover from this condition. Synopsis...
Thu, Oct 18, 2018 at 1:54 PM
Web Persona's: Can I change the available features and layouts?
The personas control what features are available to users. They can be customized but only through a professional services engagement. 
Wed, Apr 7, 2021 at 9:20 AM
Can I launch opportunities as subworkspaces?
No. Workspaces have processes associated with them and must be created at the top level under an organization. A launched opportunity can have subworkspace...
Fri, Mar 17, 2017 at 9:49 AM
Can the dates for a process activity be changed from the Platform Client?
No, dates for a process activity cannot be changed from the Platform Client. The Platform client does not have a means to manipulate the dates. It just disp...
Fri, Mar 17, 2017 at 11:26 AM
Can you move workspaces? Can you move them to a sub-workspace state?
You cannot move workspaces. However, you can create your target workspace at any level and then go to the files and folders in the original workspace and co...
Fri, Mar 17, 2017 at 11:58 AM
Does Archiving a workspace free up disk space?
No, only purging items from the recycling bin frees up disk space. Archiving just hides the workspace from the UI.  Note: Only top level workspaces can...
Fri, Mar 17, 2017 at 7:46 AM
How do I add a user to a workspace if I am not a member of the workspace?
This can only be done through the administrator tool by following the below steps: Launch the Privia Administrator Tool Enter your credentials Expand...
Tue, Mar 21, 2017 at 1:39 PM