Specific For Administrator

We did training a few months ago and now I want to change the template that we use for our workspaces for launched opportunities? How do I change the workspace template?
To create a Workspace Template, follow the steps below: Using the Privia Platform client, create a workspace with the document folder(s), documents, link...
Tue, Mar 21, 2017 at 1:09 PM
How do I rename an organization in Privia?
To change the name of an organization follow the below steps: Log in with the administrator tool  Expand the "Organization" Node from the Tre...
Fri, Mar 17, 2017 at 11:01 AM
I have a user that cannot see an organization that I just added the user to.
When a user is added to a new organization, they need to perform a full re synchronization using the Privia Profiler before they will be able to see the new...
Fri, Mar 17, 2017 at 12:28 PM
We currently have Administrator 5.8. Is there any reason I can't run Administrator 5.11 on our current setup?
Yes, the Privia Administrator tool is version specific so you cannot run the administrator tool 5.4 on a 5.3.1 server. This is because the tool talks direct...
Tue, Mar 21, 2017 at 1:17 PM
After an upgrade has been completed, will all our users have to individually complete the uninstall/reinstall procedure of Privia Platform?
At a minimum, all users MUST run the Privia Profiler to do a full synchronization with the server after an upgrade. Your existing client will connect to th...
Fri, Mar 17, 2017 at 2:01 PM
Can you change the name of an Organization. Will it have any adverse effects?
Yes, you can change the name of Organizations using the Admin tool, and no it will not have any adverse effects.  Solution: To change the name of an or...
Mon, Mar 20, 2017 at 10:00 AM
I have a new user that I want to give permission to launch a process, what do I do?
For a user to be able to launch a process, they need to be given Process launch rights to the specific Process he/she is trying to launch. To give them laun...
Mon, Mar 20, 2017 at 1:28 PM
How do you unarchive content in Privia?
Any content that has been archived can be unarchived using the Privia Administrator tool by following the below steps: Solution: Log onto the Privia ...
Mon, Mar 20, 2017 at 2:55 PM
How do you create a group?
Login to the Privia Administration Tool Start > Programs > Privia > Privia Administrator Expand the Organization under which you want to cr...
Thu, Jul 13, 2017 at 7:58 AM