Enterprise - Adding New Users

This article is for Organisation and Team Administrators in Enterprise Plans.

Last Updated: Mar 2021

Adding a System Administrator

The System Administrator is the overarching Administrator for your platform. When you first access your Platform, you will notice a number of Coviu staff added as System Administrators. This is so we can support you through the implementation process and provide ongoing support.

While you can add as many System Administrators as you like, we recommend you keep this membership to a minimum and only add staff who have some understanding of the responsibilities of managing a production platform. Remember, this role has the capacity to delete Organisations, Clinics and Users.

This article may be useful in deciding how to apply a role as it describes the different Coviu system roles and activities.

If you haven't created any Organisations on your platform yet, then you might like to check out this article.

  1. To add a System Administrator, sign into your platform as you normally would and click System Users, then click the + Invite User button.
  2. Enter their email address in the box that appears. If they already have an account, they will be automatically added. Otherwise they will be prompted to set up an account and will remain in Pending users until they have set one up.
  3. To remove users, return to the System Users page and simply click the red X REMOVE button next to the user you want to remove.

Adding Organisation Administrators

To add new Organisation Administrators and manage their roles, you must be an Organisation Administrator yourself. This article may be useful in deciding how to apply a role as it describes the different Coviu system roles and activities.

If you haven't created any Organisations on your platform yet, then you might like to check out this article.

  1. Sign into your platform as you normally would and click My Organisations, then click the Organisation you would like to add a user to.
  2. Once you have selected the organisation, click Admin users on the left hand side, and then Invite User as shown below.
  3. Enter their email address in the box that appears. If they already have an account, they will be automatically added. Otherwise they will be prompted to set up an account and will remain in Pending users until they have set one up. This also applies when adding Clinic administrators and members.
  4. To remove users, return to the Admin Users page and simply click the red X REMOVE button next to the user you want to remove.

Adding Clinic-level Administrators

To add or manage Clinic-level administrators and members, you must either be an Organisation administrator or a Clinic-level administrator. 

  1. Sign into your platform as your normally would and select the clinic you would like to add a user to. Note: If you only have one clinic, you will be sent directly to the Waiting Area.
  2. Click on Configure and then Team Members. You will see a list of existing team members and their permissions.
  3. Select + Add Team Member, enter the email address of the new member, then select their role and permissions.


Viewing a Summary of all Users

To view a summary of all users, you need to be an organisation administrator.

  1. Log into your platform as you normally would. Go to the main dashboard and select All users on the left hand side. You will see every single user from all your organisations.
  2. Click on the specific name you would like to view, and it will show you their clinics and roles.