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: December 2021

 


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

This role is the overarching system Administrator role for the platform. The person 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 the clinic’s waiting area, call interface and Apps
  • Configure an Organisation's call interface (filters down to all clinics)
  • View, use and add Meeting Rooms
  • View, use and add individual User Rooms
  • Join a video call from the Waiting Area Dashboard
There is no real technical capability required for this role. Most actions are add/remove. 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 capacity at the Organisation level. The person 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, call interface and Apps
  • Configure an Organisation's call interface (filters down to all clinics)
  • View, use and add Meeting Rooms
  • View, use and add individual User Rooms
  • Join a video call from the Waiting Area Dashboard
There is no real technical capability required for this role. Most actions are add/remove. 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, call interface and Apps
  • View, use and add meeting rooms
  • View, use and add individual user rooms
  • Join a video call from the Waiting Area Dashboard
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 individual User Room
Applies to personnel who provide video Telehealth consultations to patients/clients, e.g:
  • Clinicians
  • Specialists 

Service Referrer

(For Enterprise plans)

  • 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 know 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.


Author: KB