Overview of Coviu Roles and Permissions

This article describes the various roles and associated permissions for users of the Coviu platform.

Last Updated: March 2024

Tip: It is handy to know what plan you are on before reading through the roles and permissions table. Click here to find out what plan you are on.

What is this page about?

Most software applications offer a variety of roles with differing permission levels to help you manage your account.

Depending on the type of Coviu plan you or your organisation has purchased, you might only have access to two roles e.g. an Administrator role and a Team Member role.

If your organisation has purchased an enterprise-level platform, you will have access to three roles across three levels of the platform.

Coviu roles explained

Coviu System Role	What can this role do in the system?	How does this role fit within my organisation?
Platform or System Administrator (For Enterprise plan only)	This role is the overarching System Administrator role for the platform. The person(s) in this role can: Invite and remove other Platform or System Administrators Create new Organisations Create new Clinics Add and manage team members and their permissions Configure organisation and Clinic settings including a Clinic’s Waiting Area and Apps View, use and add Meeting Rooms Generate and view Reports for the whole platform Configure Single Sign-on (SSO) in conjunction with an IT Administrator	There is no real technical capability required for this role. Most are add or remove actions. This role could suit a: Telehealth Manager Telehealth Coordinator Digital Health Lead Digital Project Officer Systems Administrator Application Owner
Organisation Administrator (For Enterprise plan only)	This role has Administrator capabilities at an Organisation level. This role can only operate within the Organisation that a Platform Administrator has assigned them. A person can be assigned as the Organisation Administrator for multiple Organisations on the same platform. The person(s) in this role can: Invite and remove other Organisation Administrators Create new Clinics under their Organisation Add and manage team members and their permissions Configure Organisation and Clinic settings including a Clinic’s Waiting Area and Apps Configure an Organisation's call interface (filters down to all Clinics) View, use and add Meeting Rooms Generate and view Reports for their Organisation Create Customisable Forms	There is no real technical capability required for this role. Most are add or remove actions. This role could suit a: Telehealth Manager Telehealth Coordinator Digital Health Lead Digital Project Officer
Organisation Coordinator (For Enterprise plan only)	This role cannot access or hold a video call! This role has a subset of Administrative capabilities at an Organisation level. This role can only operate within the Organisation that a Platform Administrator has assigned them. A person can be assigned as the Organisation Coordinator for multiple Organisations on the same platform. The person(s) in this role can: Add and manage team members and their permissions Configure Clinic settings including the Clinic’s Waiting Area and Apps Configure a Clinic's call interface (filters down to all Clinics) Generate and view Reports for their Organisation Create Customisable Forms	This role could apply to personnel with overall responsibility for enabling client or patient video call access to a department or Clinic of an organisation, e.g.: Telehealth Administrator Telehealth Coordinator Digital Health Lead Digital Project Officer Practice Manager Clinic Admin staff member
Service Referrer (For Enterprise plan only)	Transfer callers to another Waiting Area where they have service referrer access, from their Clinic Waiting Area or from within a video call. Example scenarios: A clinician or other service provider referring a call to another Clinic's Waiting Area from within a call with a client or patient.	Personnel who can transfer calls into a Waiting Area from their primary Waiting Area(s). A Service Referrer is already a Coviu account holder with either a Team Admin or Team Member role in their Clinic, e.g.: Clinic coordinators Receptionist Clinician
Clinic Administrator (For all plans)	Clinic Administrator roles can be applied to one or more Clinics. The person(s) in this role can: Add, remove and manage permissions of all users in the account Configure Clinic settings including the Clinic’s Waiting Area and Apps Configure a Clinic's call interface (filters down to all Clinics) Create Customisable Forms Join a video call from the Waiting Area dashboard and conduct video telehealth consultations. View and use Waiting Areas View, use and add Meeting Rooms View and use their User Room	This role could apply to personnel with overall responsibility for enabling client or patient video call access to a department or Clinic of an organisation, e.g.: Telehealth Administrator Telehealth Coordinator Digital Health Lead Digital Project Officer Practice Manager Clinic Admin staff member
Team Member (For all plans)	A Team Member can be a member of more than one Clinic. They can: Join a video call from the Waiting Area dashboard and conduct video telehealth consultations. View and use Waiting Areas View and use Meeting Rooms View and use their User Room	This applies to personnel who provide video telehealth consultations to clients or patients, e.g.: Clinicians Specialists
Clinic Clerk (For all plans)	A Clinic Clerk will have the level of access that a Team Member has but with the additional ability to manage other Clinic Clerks and Team Members. They can: Add, remove and manage permissions of other Clinic Clerks and Team Members Join a video call from the Waiting Area dashboard and conduct video telehealth consultations. View and use Waiting Areas View and use Meeting Rooms View and use their User Room	This applies to personnel who provide video telehealth consultations to clients or patients and need the ability to manage other Clinic Clerks and Team Members, e.g.: Clinic coordinators Receptionist Clinicians Specialists

More support options

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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.