7. Panviva Users, Roles & Permissions

Welcome to the Panviva Manager – Users, roles & permissions course! This course covers how to create and maintain users, roles and permissions for your Panviva database.

This course is designed to be self-guided and will take approximately two hours to complete. You will be guided through a series of activities (with videos) that will build your skills from one activity to the next.

Before beginning this course, we highly recommend that you read the Panviva User Management > Users & Roles – overview document, and the Users – overview and Roles – overview documents referenced within it.

Training Activities

The activities in this course are designed to continuously build your knowledge and confidence when using Panviva. Each activity has a path to the associated Help file within your Panviva database. The Help file contains instruction to guide you through completing the activity.

After training, be sure to reference your Help files for instructions for guidance in all of the Panviva functionality.

Section 1Get started
Lecture 1Log on to Panviva Manager
Section 2Maintain users
Lecture 2Introduction & objectives
Lecture 3Create new Panviva user
Lecture 4Import users from .csv file
Lecture 5Modify user properties
Section 3Maintain roles
Lecture 6Introduction & objectives
Lecture 7Create custom role
Lecture 8Add users to custom role
Lecture 9Add custom role to system role
Section 4Maintain permissions & ownership
Lecture 10Introduction & objectives
Lecture 11Maintain document readers
Lecture 12Maintain document writers
Lecture 13Maintain document owners
Lecture 14Maintain folder readers and writers
Lecture 15Maintain multiple permissions