How to Add, Remove and Manage Users

This article covers inviting, removing and managing multiple users on your Coviu account.

Last Updated: Sept 2021

 

Tip: To undertake these activities you will need to be the Administrator of your Coviu account

On this page:

  1. Inviting New Users to your Account
  2. Remove a User from your account
  3. Changing Permissions for Users on your account 
  4. Check which users are on your account ( Admins) 
  5. More Support options

Inviting New Users to your account

This section describes how to add your colleagues to your account.

As you start setting up your practice with all the clinicians and support people for video consultations, you will need to add them all to your Coviu account (or clinic).

You can watch our video tutorial here or keep scrolling for detailed instructions below:

 

 

Instructions: How to Add a User

  1. Enter your Coviu account as you normally would.
  2. Scroll down the menu on the left until you get to the "Invite a team member" button and click it
    Team member invitation generator
  3. Enter their email address - add one email address at a time and choose their role:
    1. If you want the colleague to be an Administrator of your Coviu account, choose Administrator. This means they will be able to add more colleagues in the future and make changes to your account. I recommend keeping the number of Administrators on your account low to avoid potential changes.
    2. If your colleague is only going to undertake consultations with clients and patients, choose Team member.Invitation Leave of access
    3. Your colleague will receive an invitation via email similar to the one below:Iniviation Email
    4. Your colleague will need to click the Create your account button and follow the prompts to add a password.

TIP: Coviu passwords must be at least 13 digits long.

 



Remove a User from your account

This section describes how to remove colleagues from your account.

  • Enter your Coviu account as you normally would.
  • Click Configure in the menu on the left (if you can't see the Configure menu, then you are not the Administrator of your account)
  • Click the Team Members tab.
  • Find the team member you wish to remove and click the recycle bin symbol next to their name.

TIP:

  • Removing Users who no longer need access to your account will reduce your monthly charges, so it's good to keep your member list up to date.
  • The system will automatically amend the charges and you will get reimbursed for the days that the deleted persons are not signed up in the next month.
  • Please make sure to keep one Administrator around.

Deletion of Team Member

  


Changing Permissions for users on your Coviu account

This section describes how to manage multiple colleagues on your Coviu account, including changing permissions and access.

  • Enter your Coviu account as you normally would.
  • Click Configure in the menu on the left (if you can't see the Configure menu, then you are not the Administrator of your account)
  • Click the Team Members tab.
  • Find the team member you wish to make changes to and click the pencil symbol next to their name.
  • Choose the Role that you would like, either Administrator or Team Member.

    Team member permissions level

 

A user with Administrator rights will be able to do all the things you can do in the account, including:

  • viewing billing details and when the next payment will take place
  • updating the payment method
  • changing the plan type
  • configure the name of your account as well as the subdomain
  • configure the custom branding of your video rooms, including logo and colours
  • configure any add-ons, including the client portal, bookings etc.

 


Check which users are on your account

As an Admin user you will be able to check and see who is on your account and what privileges they have been assigned.

  • Enter your Coviu account as you normally would.
  • Click Configure in the menu on the left (if you can't see the Configure menu, then you are not the Administrator of your account)
  • Click the Team Members tab.
  • View the Role associated with each colleague. 

TIP: The Owner role is also an Administrator.

Team member list

 


 

You have completed another Coviu help article and you now know how to add, remove and manage a User/Colleague on your Coviu account.

If this is not what you were looking for, explore our knowledge base and search for another article from here.

If you still require any assistance, please do not hesitate to get in touch with our friendly Customer Success team using any of the contact methods available here.