Dave Kilbey
Signing into Coreo using SSO (Single Sign-On)
What is Single Sign-On? With Single Sign-On (SSO), users can sign in to Coreo using their organisation’s existing business credentials instead of needing a separate Coreo password. Therefore, you [...]
Setting up your Coreo subscription
If online billing is enabled on your account* it is a simple process to: This short guide will take you through the process. *We are phasing online billing. If online billing is not yet available on [...]
Adjusting your Coreo subscription
Once your account is setup to use online billing, you are in complete control. You can: This short guide will take you through the process. *We are currently introducing online billing in a phased [...]
Editing your Coreo organisation profile
It’s quick and easy to update the name of your Coreo organisation, and associated icon if you need to. This short guide will take you through the process. How to update your [...]
Downloading your Coreo invoices
If you use online billing, you can access and download your invoices any time. If you have an active online billing subscription you will then see the option to Manage Payment on the Settings & [...]
Signing up to a Contributor project using an 8 digit code
A Contributor project is a special type of Coreo project which is intended for citizen science or other similar group-based projects. A common way to join a Contributor project is with a unique code. [...]
Child Forms
Child forms (previously referred to as sub-forms) are an integral feature of building effective surveys. They allow you to build nested (relational) data structures so that you can maximise the [...]
Changing your payment method
If you want to change your payment method for your Coreo subscription, you can add a new one. To do this you’ll need to be: Select your organisation name in the side panel and then select [...]
Cancel your Coreo subscription
To cancel your Coreo subscription, follow these steps: You’ll now be taken to a page explaining when your subscription period ends, and to allow you to confirm your account cancellation. The [...]
Joining a Citizen Science Project
If you’re invited to a citizen science project in Coreo you’ll be provided with a unique alpha-numeric code, which will be in the following format AB – 123456. Note that we have [...]
Giving users access to existing projects
Giving users access to existing projects is simple. This can be done in one of several ways: It’s the second option above that we’ll look at here. Step 1. If you belong to more than one [...]
How to remove a member from your organisation and transfer the licence to a new user
If someone leaves your organisation, or no longer requires access to the system, it is possible to remove them. This also frees up a ‘seat’ which you can then assign to another user. [...]