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
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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:
|
There is no real technical capability required for this role. Most are add/remove actions. This role could suit a:
|
|
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:
|
There is no real technical capability required for this role. Most are add/remove actions. This role could suit a:
|
|
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:
|
This role could apply to personnel with overall responsibility for enabling patient video call access to a department/clinic of an organisation, e.g:
|
|
Clinic Administrator (For all plans) |
Clinic Administrator roles can be applied to one or more clinics. The person(s) in this role can:
|
This role could apply to personnel with overall responsibility for enabling patient video call access to a department/clinic of an organisation, e.g:
|
|
Team Member (For all plans) |
A Team Member can be a member of more than one clinic. They can:
|
Applies to personnel who provide video Telehealth consultations to patients/clients, e.g:
|
|
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:
|
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:
|
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.