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...

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 ac...

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...

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...

The personas control what features are available to users. They can be customized but only through a professional services engagement. 

No. Workspaces have processes associated with them and must be created at the top level under an organization. A launched opportunity can have subworkspace...

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...

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...

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...

This can only be done through the administrator tool by following the below steps: Launch the Privia Administrator Tool Enter your credentials Expand...