Overview
The My Rooms page is the starting point after signing in to QuikData. It displays all Rooms a user have access to and provides tools for filtering, selecting, and managing Rooms. A user can quickly open any Room to begin navigating folders, viewing documents, or performing review-related actions.
Welcome Wizard
The very first time a user enter My Rooms page, a Welcome wizard will be shown. To find out more, please check Help & Support article.
Getting There
Once logged in, users are taken directly to the My Rooms page.
Users can return to this page at any time by selecting:
View Rooms
The My Rooms page shows a list of all Rooms to which users currently have access. By default, the list is sorted by Last Access Date, with the most recently accessed Rooms shown first.
To open a Room:
Locate the Room the user want to access in the list
Click the Room name
The Room will open, displaying its folder hierarchy and documents
Filter Rooms
Users can use the filtering tools at the top of the list to narrow the Rooms displayed:
Show All: Displays every Room the user have access to
Show Favorites: Shows only Rooms the user have marked as favorites (star icon turns yellow)
Show Recently Invited: Shows Rooms the user were invited to within the last 10 days
Show Recently Accessed: Shows Rooms accessed within the last 10 days
Filters can be combined (for example, Favorites + Recently Accessed).
Users can also type into the search panel to filter by Room name, Client, or other Room properties.
Room Actions
Certain actions are available from the Room Actions menu at the top of the My Rooms page — particularly for users with Admin permissions.
Common Room Actions include:
Create a New Room: Opens the Room creation workflow
Offline Selected: Disables one or more selected Rooms
Online Selected: Enables Rooms that were previously set offline
Remove Users from Selected: Removes one or more users from selected Rooms, with optional notifications
Send Email to Room Users: Opens an email composer pre-populated with user email addresses from selected Rooms
Delete Selected: Permanently deletes selected Rooms and notifies their users
Note: Only users with appropriate permissions (typically Room Admins or Site Admins) will see and be able to use some of these options.
Removing Yourself from a Room
If a User no longer needs access to a Room:
Right-click the Room name
Select Remove me
Confirm removal
The User will lose access to the Room unless invited again.
Options
On the My Rooms page, users can interact with Rooms in several ways depending on their permissions:
Open a Room — to begin review work
Filter or search Rooms — to find specific Rooms quickly
Perform Admin actions — like enabling/disabling or deleting Rooms
Remove yourself — from Rooms no longer needed
Some actions (e.g., creating Rooms or deleting Rooms) require elevated permissions. If an option is not visible, check with your administrator about your access level.
Notes
The My Rooms list is personalized — each user sees only the Rooms they have access to.
Rooms are sorted by default by Last Access Date, but filtering and search help focus your list.
Changes such as disabling or deleting Rooms impact users’ access and may trigger notifications.
Results
By using the My Rooms page effectively, users can:
Quickly locate and open Rooms relevant to their work
Filter and search Rooms based on favorites, recent access, or invitations
Perform room-level actions (as permitted by role) without navigating away from the list
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