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Rename Templates
To edit a template name to better fit an organization’s specific nomenclature: From the Admin tab, select Templates. Click the down arrow on the template to be renamed. Select Edit. Rename Template 4. Update the Custom Name and Custom Description ...
Manage Multi-Factor Authentication (MFA)
Carve supports optional Multi-Factor Authentication (MFA) on user login. Multi-factor authentication requires users to set up a third-party authenticator app that generates a code to be entered in Carve when the user tries to log in. Company Admin ...
Manage Users Overview
Most organizations will see project teams evolve and will need to add or delete users over time. Users are managed by your Company Admin (role) who has the ability to: Create users Import users Assign access to portfolios Edit users Reset user ...
PDRI Templates
Industry validated templates are available for five industry sectors, all of which can be edited: Industrial projects could include power plants, chemical plants, oil & gas production, water and/or waste treatment, and manufacturing. In 2015, CII ...
User Roles
Carve uses a role-based security model. Four user roles are supported in Carve: Stakeholder Facilitator Business Admin Company Admin Each user is assigned a role based on the functional capabilities they require. The tables below summarize some of ...