Canvas Envision Knowledge Base Help

Your Workspace Account

Once you have accepted an invitation to a workspace, the system automatically creates your account to access and work in that workspace. As this account is valid only for that workspace, you cannot access other workspaces with it.

Account type

What you can see, access, and do in the workspace depends on your account type that the workspace Admin has specified while inviting you. Consequently, the UI should give you a clue about your account type:

  • Consumer: only view and provide feedback on Envision documents in the permitted work centers. You have no authoring capabilities.

    Consumer UI
  • Creator: create, edit, view, lock, unlock, move, copy, rename, and delete Envision documents in the permitted work centers. You have authoring capabilities but have no access to the Admin Area and all work centers.

    Creator UI
  • Admin: manage work centers and users in addition to the Creator's privileges for any work center. You have access to the Admin Area and all work centers.

    Admin UI

The Admin can change your account type to another later.

User menu

The User menu is the access point to the Account Area with the settings for your account.

User menu

This menu includes the following:

  • Account: to access your personal information.

  • Permanent Links: to access your permanent links and their settings. It is not visible to Consumers.

  • Settings: to access your notifications and their settings.

  • Sign out: to sign out of the workspace on the given browser tab.

  • Terms: to view the Canvas Envision terms of service.

  • Support: to view the Canvas Envision support policy.

  • Privacy & Cookies: to view the Canvas GFX privacy policy.

Accessing the Account Area

Clicking a settings button from the User menu leads you to the page with the corresponding settings in the Account Area.

Accessing Account page

User profile sidebar

Wide User Profile Sidebar

The Account Area includes the user profile sidebar on the left side for navigating the pages in the Area:

  • Account

  • Notifications

  • Permanent Links

  • Trashed Permanent Links

Additionally, the sidebar provides the Portal build number at the bottom.

The sidebar width is dynamic. By default, the sidebar is collapsed. Hovering over the sidebar expands it.

Narrow User Profile Sidebar

Clicking the Expand button after your name on the sidebar toggles the width behavior, either:

  • Freezes the sidebar wide open.

  • Restores the default dynamic behavior.

Expand Button on the User Profile Sidebar

Configuring your account

On the pages in the Account Area, you can configure your account by managing:

Quitting the Account Area

Clicking the Canvas Envision logo on the top bar leads you from the Account Area to the workspace home page.

Canvas Envision Logo on the Top Bar
Last modified: 28 September 2024