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• How to Create a Workspace

  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. Next, pick a workspace tPopular

• Workspace Setup

  Workspace Setup 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'. ![](https://storage.crisp.chat/users/helpdesk/website/fe95e4a65e1fFew readers

• Welcome to Safelink - The Basics

  Basic User Guidance Welcome to Safelink! This guidance document will teach you the basics. Note that your workspace may look a little different depending on which type of workspace you are using and which apps have been enabled by your workspace admin. We hope you enjoy using the system and find the following information helpful. How to View a Document in your Workspace This is your workspace homepage. To view the documents and folders in this workspace, click on 'Documents'. ![](hVery popular

• User Types

  User Types - System roles and Workspace roles Every user in the system will have a System role. If a user belongs to a workspace they will have a Workspace role specific to that workspace. User Type Based on System Role This determines a user’s permissions system-wide. License Superuser and Licence Manager 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 cSome readers

• How to Set Up Groups

  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 the 'Manage Workspace' button. Click the 'Access & Permissions' tab. Click the 'Groups' tab. ![](https://storage.crisp.chat/users/Some readers

• How to Set Up Your Workspace Security

  How to Set Up Your Workspace Security Only Workspace Admins can set up different security settings for the workspace. Please contact your Workspace Admin to update your security settings. Open your workspace and click the 'Manage Workspace' button. Locate the 'Security' panel under your Workspace Settings. ![](https://storage.crisp.chat/users/helpdesk/website/fe95e4a65e1fd000/2019-Very popular

• How to Set Up Workspace Apps

  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 the 'Manage Workspace' tab. ![](https://storage.crisp.chat/users/helpdesk/website/fe95e4a65e1fd000/2019-09Popular

• How To Set Folder Permissions

  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 find the Folder Permissions screen, click the 'Manage Workspace' tab. Next, click the 'Access and Permissions' tab. ![](https://storage.crisp.chat/users/helpdesk/website/feVery popular

• How to Edit User Visibility

  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. Click the 'Manage Workspace' tab. ![](https://storage.crisp.chat/users/helpdesk/website/fe95e4a65e1fd000/workspace-home-tab_3d3m6Some readers

• How to Invite a User into Your Workspace

  How to invite a user into your workspace Workspace managers 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 uSome readers

• How To Create a User Account

  How To Create A User Account Only Licence Superusers and Licence Users can create user accounts at the system level. To begin click the 'Manage' tab. Click the 'Users' tab. Click 'Create user account' from the Actions Menu on the right. ![](https://storage.crisp.chat/users/helpdesk/website/fe95e4a65e1fd000Some readers

• Log In Security Options

  Login 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 yoFew readers

• Two-Factor Authentication Using an Authenticator App

  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 in both iOS and Android smartphones. How to Add YoVery popular

• How to Change Your Account Details

  How to Change Your Account Details Open your user details page by clicking on 'My Profile'. 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 and show or hide the intro vidSome readers