How to choose and register a Username

This article will show you the steps to choose and register your Username which is used to create your personalized web address to room locations.

Last updated: June 2021

Let's begin:

Note: the Practice name and the Username have different purposes. The Practice name designates the overall practice and Username designates the individual User or Team Member.

 

Once the Administrator has configured the Practice name, new Team Members can be invited by clicking on the Invite a team member button. Each new Team Member can now sign in to their account and choose their own unique Username.

Once signed, in go to the upper right-hand corner and click on the drop down arrow to access your profile and click on Edit your profile:
Screen Shot 2021-05-28 at 4.39.23 pm-1

Note: the Username is NOT the Team Member or
User Member name for you actual User Room. It is used behind your User Room to create a personalized web address that will be used in the
SEND INVITATION or COPY THE LINK buttons sent to your User Room via email, sms or scheduling software.


Then, on your "Edit your profile" page type in your chosen Username and click Save.

Screen Shot 2021-05-28 at 4.46.14 pm copy 2

Note, Username:

  • Must be unique - you can't use an alias that is already used by another Coviu user
  • It must only contain letters, numbers, hyphens and underscores

Now, when you send out an invitation to your User Room via SEND INVITATION or COPY THE LINK  buttons the generated link will reflect your chosen Username as as web address which will include the previously created Practice name with the Username: 

Screen Shot 2021-05-28 at 4.58.22 pm-1

An invitation sent by clicking the SEND INVITATION button from your User Room, will be viewed by the recipient like this (notice the Practice name and Username are part of the web address):

Screen Shot 2021-05-28 at 5.03.28 pm-1

To find out how to choose and register a Practice Name click here.


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How to Choose and register a Practice Name

 

Author: DP