The Privia default processes are delivered in a hidden organization called "Templates." Only the super administrator can see the templates organiz...

This is most likely due to one of three different scenarios Scenario 1: The user may not be a member of the particular workspace or organization and th...

The reporting capability only exists if you are logged in with a Manager persona or any persona above Manager (Exec, Data Admin, TO Exec, etc.) By default, ...

The most common cause of this error is that a MS Office Application is stuck in a state where a file was previously viewed, Edited or commented on and MS Of...

This issue could stem from multiple different scenarios but the three most common are below: Scenario 1 - You must have Launch Rights These are rights ...

The most common cause of the is error is there might be a slight difference with the credentials you entering and the credentials that are correct, this cou...

This is a problem with the process definition.   When an activity gives you this error, you must go to the activity with the error and click on the Pins ta...

Only top level workspaces (those that are directly under an organization name) can be archived. This is due to the basic folder structure Privia has set up....

This is most likely due to the user not having sufficient permissions to edit the opportunity data. Under Privia's current model, in order to edit oppor...

The priority for a ticket can be modified through the Privia support portal by a registered technical point of contact or by a Privia support representative...