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How to Add Users in Coviance Platform

Updated

Note: This functionality is only available to users with “Manager” access.
To see the below in a demo format, click on the link below to view.
How to Enable/Disable a User in Coviance

 

Non-MeridianLink Users

  1. Once logged in, navigate to the top right corner of the page. Click on your name and a drop-down menu will appear. Select “My Company”. 
  2. Select “Users” on the left-hand side of the screen. 
  3. Click the “New User” button. 
  4. Enter in the user’s First Name, Last Name, and Email in the appropriate fields. 
  5. Select the proper User Role for the user.
    Note: “Normal User” gives the user access to all standard functionality. “Manager” provides the same access as a “Normal User”, as well as the ability to add/disable users and view and access reports offered within the platform.
  6. All other fields are optional. Fill in as you deem appropriate.
  7. Click on "Create User" and the user is now added to the platform.
  8. Once added, you will return to the Users screen.
  9. Click on the 3 dots on the right hand side of the screen in their row and click on "Send Access Invite".
  10. This will send the user a welcome email to set up their password to be able to access the Coviance site.
  11. If there are any issues or questions, please contact support@coviance.com.

MeridianLink Users

Only users with Manager access can add new users

  1. Click on your name in the upper right corner
  2. Choose My Companies
  3. Click on Users in the left hand menu and list of users will appear
  4. Add users by clicking the "Add New User" button.
  5. Enter in First Name, Last Name, Email and User Role
  6. Click on Add Integration button
  7. Type in ML username
    1. Include any capitalization and/or underscores
  8. Click on “Update User” button and process is complete
  9. Once user is created, it will show up on the list of users
  10. DO NOT SEND OUT AN ACCESS EMAIL, WELCOME EMAIL OR PASSWORD RESET EMAIL
    1. ML users don’t login directly through the platform. They obtain access to our platform through the ML Integration. They don’t need a separate login or password to the platform.


Questions? Contact our Support Team (support@coviance.com).

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