Dave Kilbey

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 [...]

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. [...]