English
Go to website
Back
Articles on:
Getting Started
Find all the information you need to get started using your workspace here!
How to create a workspace
Licence Superusers and Licence Managers have the ability to create new workspaces. To begin, click 'Create a New Workspace' on the actions menu to the right. Next, give your workspace a name. You can optionally add a client name or reference number.  control and manage workspace settings and activity. The following help articles will help Workspace Admins learn about basic workspace set up and functionality. You are free to set up your workspace in whichever order your prefer, however you may find it helpful to review the following help articles first. Learn how to set workspace security, to create groups, set group permissions, set user visibility, apply numbering, up
Few readers
Workspace Set Up
You are free to set up your workspace in whichever order your prefer, however you may find it helpful to perform this setup per the instructions below. This article will show you how to create groups, set group permissions, set user visibility, apply numbering, upload documents and invite users. Create Groups You can set up groups to manage multiple users as a single entity. Click 'Manage Workspace'.  have the ability to change the system role of a user. Normal User - This is the default user type. No special permissions are granted. Licence Manager - Licence Managers can create new workspaces and admini
Popular
How to set up groups
You can set up groups to manage multiple users as a single entity. Only Workspace Admins can set up groups in a workspace. To begin, click 'Manage Workspace'. Click 'Access & Permissions'. Click 'Groups'. ![](https://storage.crisp.ch
Popular
How to set up workspace security
Only Workspace admins can manage security settings for a workspace. Please contact your Workspace admin to update your security settings. To begin, click 'Manage Workspace'. Next, scroll down to the 'Security' section on your Workspace Settings page. Next, set an 'Authentication Policy'.
Very popular
How to set up workspace apps
A Workspace admin can enable and disable the different apps available in a workspace. You must be a Workspace Admin in order to access this screen. Workspace apps are custom tools designed to help you accomplish your project goals. Each workspace has its own set of apps which can be enabled or disabled to personalise the behaviour of your workspace. Click 'Manage Workspace'. Click
Popular
How to set folder permissions
Workspace Admins can control which users can rename, delete, view, print, download, upload and view watermarks on documents. These permissions can be customised for individual users or groups. To edit your folder permissions, click 'Manage Workspace'. ![
Very popular
How to edit user visibility
Workspace Admins can use the user visibility matrix to determine who can see who in their workspace. This can be especially helpful when two different groups are accessing the same dataset and you don't want to share annotations or other workspace activity between them. Only Workspace aAdmins can modify the User Visibility settings. To begin, click 'Manage Workspace'. Next, click
Some readers
How to invite a user into your workspace
Workspace Admins can invite users into their workspace. On your workspace homepage, click 'Invite a new user' on the 'Access menu' on the right. _Some workspaces are configured so that users will arrive on the Documents screen instead of the Workspace homepage. If you do not have access to your workspace homepage please click here On the 'Invite a user to this Workspace' screen, you can
Popular
How to create a user account
Only Licence superusers and Licence managers can create user accounts at the system level. To begin click 'Manage'. Click 'Users'. Click 'Create user account' from the actions menu on the right. ![](https://storage.crisp.chat/users/helpdesk/website/fe95e4a65e1fd000/2020-07-251-46-06_tbtgn
Popular
Log in security options
Safelink has several login options that can be set up based on your company's security requirements. Password - Password is the basic sign-in authentication used to access Safelink. You should create a strong password to keep your account safe. Two Factor Authentication - Two-Factor authentication adds another level of security to your user account. You will be required to enter your
Some readers
Two-factor authentication using an authenticator app
Two-factor authentication provides an additional layer of security beyond the standard password and username combination for your workspaces. Using an authenticator app is a more secure way to use two-factor authentication than using SMS with a mobile number. We recommend Google Authenticator, Authy and Microsoft Authenticator. These authenticator apps are widely used and available for both iOS and Android smartphones. If you encounter a workspace requiring the use of an authenticator app
Very popular
How to change your account details
You can edit and change your account details, such as in the system. Click 'My Profile' to view your account details. Select the 'Edit My Details' tab at the top or click 'Change Details' from the actions menu. Here you can change your company name, notification preference a
Some readers