Overview of Coviu Roles and Permissions

This article outlines the various Roles and associated Permissions for Users of the Coviu platform. Some roles may not be relevant to all plans or levels of the system e.g. an Enterprise implementation versus a small clinic.

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.

Last updated: Nov 2022

On this page:

  1. What is this page about?
  2. Coviu roles explained
  3. More support options

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.

Read on to learn more...


Coviu roles explained

Coviu System Role
What can this role do in the system?
How does this role fit within my organisation?

Platform/System Administrator

(For Enterprise plans only)

This role is the overarching System Administrator role for the platform. The person(s) in this role can:
  • Invite and remove other Platform/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/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 plans 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/remove actions. This role could suit a:
  • Telehealth Manager
  • Telehealth Coordinator
  • Digital Health Lead
  • Digital Project Officer

Organisation Coordinator

(For Enterprise plans 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 patient video call access to a department/clinic of an organisation, e.g:
  • Telehealth Administrator
  • Telehealth Coordinator
  • Digital Health Lead
  • Digital Project Officer
  • Practice Manager
  • Clinic Admin staff member

Clinic Administrator

(For all plans)

Clinic Administrator roles can be applied to one or more clinics. 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)
  • View, use and add Meeting Rooms
  • Create Customisable Forms
This role could apply to personnel with overall responsibility for enabling patient video call access to a department/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
Applies to personnel who provide video Telehealth consultations to patients/clients, e.g:
  • Clinicians
  • Specialists 

Service Referrer

(For Enterprise plan)

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 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

More support options

You have completed another Coviu help article. You now have an overview of the different roles and permissions associated with a 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.