General

When I log into the Privia Web client, why do I see files and workspaces that I don’t see in the Privia Platform Client?
This is most likely due to a synchronization issue with your Privia Platform. The web client can not have this issues relying on saved data on your computer...
Wed, Apr 7, 2021 at 9:22 AM
Where do I find my Privia client log?
For the easiest way to find and send you client log to support for any reason, follow the below steps: Click start on you desktop Search for Privia Use...
Fri, Mar 17, 2017 at 8:34 AM
When using pure web and IE, the persona drop down does nothing - no drop down. With Safari, the drop down works. What's wrong?
This problem is most likely caused by incorrect compatibility view settings for IE  Solution: This can be fixed by setting IE to run in compatibility m...
Tue, Mar 21, 2017 at 1:15 PM
When I look at all of the user’s pipelines, some of these users have pipelines in organizations I didn’t want them to have pipelines in. How do I fix this?
This is not something that can be fixed or changed.  It is inherent to how the application works. When a user is given a Manager or Executive persona, t...
Fri, Mar 17, 2017 at 11:54 AM
Where do I locate the Privia client? How do I uninstall it and Privia administrator?
Locations of the Client and Administrator: The Privia client and the Privia Administrator tool are located in a standard location on all Privia Application...
Fri, Mar 17, 2017 at 12:07 PM
When I go to transfer ownership of an opportunity, the Transfer dialog won’t proceed
This is most likely due to the fact that there are no any other users as members of the workspace that can receive ownership of the opportunity. If it is in...
Mon, Mar 20, 2017 at 10:29 AM
Which web browsers does Privia Support?
All servers that are currently in production and supported by Privia LLC will work with the following browsers  IE10  IE11  Safari Firefox Vers...
Thu, Mar 16, 2017 at 2:52 PM
Why am I receiving a "Session Error" notice when trying to login to Privia Web?
A "Session Error" message, almost every time is due to either a change in IE settings or a change from a Windows update that reset the controls in...
Fri, Mar 17, 2017 at 12:39 PM
Why can't I create a new folder in my Pipeline Workspace?
Since the Pipeline Workspace in part of the Workflow process there are certain permissions and processes associated with creation of new folders, the folder...
Mon, Oct 8, 2018 at 1:26 PM
Why can't I open a file in commenting mode?
There are three common scenarios for not being able to open a file in commenting mode: 1.) You are not able to install software or you are on a non-Wind...
Tue, Mar 21, 2017 at 1:36 PM