I got the message “user’s license type is invalid for this type of application," what do I do?
This error usually occurs when a Read-only (license type) user tries to use the Profiler. Read-only licensed users can only use the Pure Web.
Mon, Mar 20, 2017 at 10:32 AM
I lost my password. How do I get it back?
If you have lost or forgotten your password the best solution is to reset your password to something you can remember. Please see the FAQ "How do I res...
Tue, Mar 21, 2017 at 1:43 PM
I have entered my password correctly but cannot complete registration
Solution: To solve this issue, follow the below steps: Click on the "Start" button in the Windows Toolbar Search for "Privia User Opti...
Fri, Mar 17, 2017 at 1:59 PM
I just got a Black Box error upon start up, what should I do?
Solution: As of version 5.9 of Privia when you receive a blackbox whether it be on startup of while logged into the client. you no longer need to re-profil...
Fri, Mar 17, 2017 at 2:18 PM
I was just added to the Privia system but I don't see any files or workspaces. How do I get access to the files?
It is fairly common for users to be added to Privia and for them to log in before the administrator has a chance to add them to any workspaces. You will onl...
Mon, Oct 8, 2018 at 10:06 AM
In Privia Web, how do I change my Persona?
As long as the user has been given permission to have different personas, the personas can be modified by using the Web clients. Upon logging on, there wil...
Wed, Mar 15, 2017 at 3:06 PM
My opportunities are not importing into Privia?
Any time one of the data providers changes the format of their site, the Privia Toolbar needs to be updated to reflect the changes. Solution: If you tr...
Fri, Mar 17, 2017 at 2:04 PM
Unable to transfer workspaces that begin with “Intelligence” or “Pipeline”
The actual "Pipeline" and "Intelligence" workspaces are unique to each user and cannot be transferred to another user. With these types ...
Wed, Apr 5, 2017 at 11:59 AM
What are the Privia support hours?
Privia support phones are manned during standard business hours from 8am Eastern Time till 6pm Eastern Time on company business days.  Priority 1 (Urgent) o...
Tue, Mar 21, 2017 at 11:28 AM
What are the qualifications required to be able to launch an opportunity?
To be able to launch an opportunity, your profile must meet three qualifications Have local workspace creator rights Have "Launch" rights on a ...
Thu, Jan 24, 2019 at 12:47 PM