How to Add, Remove and Manage Users

This article covers how to add, remove or manage multiple users within your Coviu account.

Last Updated: October 2022

Note: to make these changes, you need to be the Coviu account Owner or Administrator.

On this page:

  1. Inviting new users to your account
  2. Remove a user from your account
  3. Changing permissions for users in your account 
  4. Check which users are in your account
  5. More support options

Inviting new users 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.

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


How to add new users to your account

  1. Log in to your Coviu account as you usually would.
  2. Scroll down on the left side menu of the Dashboard and click Configure (if you can't see the Configure button, then you are not the account Administrator).
  3. Once you are in the Configure settings, click Team Members.
    How to Add, Remove and Manage Users 1-2
  4. To add a team member, please click Add Team Member.How to Add, Remove and Manage Users 2-2
  5. Select the role and enter your team member's email address(es). Selecting the Administrator role means that this person will have the authority to configure the account (such as adding, removing or managing team members, etc.) You can have as many Administrators as you wish. Otherwise, please select Team member if your colleague(s) does not wish to have this responsibility and will be using the account for consultation purposes only.
    How to Add, Remove and Manage Users 3-1
  6. You can add multiple email addresses by clicking +Add Another. You can remove additional email addresses by clicking the red minus button beside the email addresses.How to Add, Remove and Manage Users 11
  7. Once the invitation(s) has been sent to your team member(s), they will receive an email invitation to join your Coviu Account. Your colleague must select Create your account and follow the additional prompts as shown below in order to become a confirmed team member of your account.
    How to Add, Remove and Manage Users 4
    How to Add, Remove and Manage Users 5-2

Note: Coviu passwords must be at least 13 characters long.


Remove a user from your account

This section describes how to remove your colleagues from your Coviu account.

  • Log in to your Coviu account as you usually would.
  • Scroll down on the left side menu of the Dashboard and click Configure (if you can't see the Configure button, then you are not the account Administrator).
  • Click Team Members.
  • Find the team member(s) you wish to remove and click the Delete button beside the name(s).
    How to Add, Remove and Manage Users 6-2

Note:

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

Changing permissions for users in your account

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

  • Log in to your Coviu account as you usually would.
  • Scroll down on the left side menu of the Dashboard and click Configure (if you can't see the Configure button, then you are not the account Administrator).
  • Click Team Members.
  • Find the team member(s) you wish to make changes to and click the Edit Permissions button next to the name(s).
    How to Add, Remove and Manage Users 7-2
  • Choose the Role that you would like, either Administrator or Team member.

    How to Add, Remove and Manage Users 8-2

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 in your account

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

  • Log in to your Coviu account as you usually would.
  • Scroll down on the left side menu of the Dashboard and click Configure (if you can't see the Configure button, then you are not the account Administrator).
  • Click Team Members.
  • View the Role associated with each colleague.

Tip: the Owner role is the same as an Administrator.

How to Add, Remove and Manage Users 9-1


More support options

You have completed another Coviu help article. You now know how to add, remove and manage users in 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.