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      Overview of Coviu Roles and Permissions

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

      Last updated: June 2022

      On this page:

      1. How can I tell what plan I am on?
      2. Coviu roles explained
      3. More support options

      How do I know which plan I am on?

      How can I tell what plan I am on? Click here to find out more.

      Coviu roles explained

      Read on to learn more about roles:

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

      Platform/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/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
      • Configure an organisation's call interface (filters down to all clinics)
      • View, use and add Meeting Rooms
      		 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 plan only)

      This role has Administrator capacity at an organisation level. This role can only operate within the organisation that a Platform Administrator has assigned them. A User can be assigned to multiple organisations if required.

      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 the clinic’s waiting area and Apps
      • Configure an organisation's call interface (filters down to all clinics)
      • View, use and add Meeting Rooms
      		 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

      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
      		 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.