Permissions

Collaborate with other Coreo users

If you are working on projects with other organisations, or you use subcontractors, you can collaborate seamlessly with them using Coreo. A few points to bare in mind: To add someone to your [...]

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 [...]

Overview of Organisations and Permissions

To access Coreo you must have an account. Your account (and type of account) dictates what you can and can’t see and do within Coreo. In simple terms access to Coreo and projects is based [...]

Organisation Roles

Organisation Member A member’s role in an organisation is to participate in that organisation’s projects. Organisation members are solely project focused and as such they have no permissions [...]

Project Roles

Project Member Members are the basic users of a project. Project members may submit data to a project and also view project records in the Coreo app. They do not have access to the Coreo Admin Area. [...]

Creating and managing Coreo Groups

If you have a large team organising who is working on what project is key. Coreo allows you to set up pre-existing groups and set their default permissions. This means you can quickly assign larger [...]

Adding someone to your Organisation

Adding a new user to existing projects If you have already created some projects you can choose which projects you want this new member to be able to access, and assign them rights to the project. [...]