How to Archive Your Program and Restore Archived Programs

Guide yourself to the settings page. On each of the active programs, click “Archive” to archive an active program. Click “Restore” to restore the archived program to Active.

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• Switching Between Programs

  Switching across different programs under your workspace can be done on any page on Canopy. Step 1. Click on the arrow on the top-left corner of your screen. Step 2. Once you click the arrow, all of your programs will be displayed on the left column. ...

• Inviting Your Teammates to Your Programs

  If you are an administrator, you can invite other members (your teammates) to your programs. This is especially helpful if you are working on a project as a team and need your teammates’ input, distribute tasks, and record meeting notes to share with ...

• Managing Member Access to your Programs (Delete Access and Change Role)

  As an administrator, you can change the role and access of other members. Access the “Users” tab under settings. Under “Members,” admins will be able to change the members’ roles with a drop down list. Admins will be able to delete access to specific ...

• Workspace vs Program

  Workspace and program both represent layers of data representation. You can think of the Workspace as the entire building (your company’s secure, dedicated data space) and the Programs as the individual project rooms inside that building. Workspace: ...

• Creating Your Program

  After you have created your account, you can now create your own program. Step 1. Open the “Programs” tab in the settings, and click “New Program” on the right side of your screen. Step 2. Once you click “New Program,” you will be prompted to enter ...