How and where can I create new users?
New users can only be created by your administrators. Under "Administration" > "User management", you’ll find the users who have already been created and can add new (local) users by clicking on the corresponding button.
Complete the mandatory fields and send a welcome e-mail with the login details to the new users directly from the system.
Each new user that you create is automatically given the default role
. This specifies a minimum framework
for your users, within which they can perform actions within the platform. You can, of course, customize this role.
What data do I need to add new users?
It’s very easy to add users: The mandatory fields are the minimum requirement; if you forget a field, you receive a notification.
Mandatory fields are only the first and last names and the e-mail address.
We recommend that you activate the new users directly. This will save you from having to activate them individually later on.
On the second tab, under "Advanced", you can make small manual customizations for your users. If, for instance, the title of Doctor needs to be displayed in the name, you can manage this via the "Display name".
Make log-in easier for your users by allowing them to log in without having to type in their entire e-mail address every time. Under "Alternate login name", you can assign an abbreviation for the login (for example). In our example, the colleague Bernd can simply log in with "bjansen" + password in the future and leave off the domain.
It’s important here that the abbreviation acts as a distinguishing feature. The initials "bj" are not sufficient for logging in if, for instance, a Britta Jacobs also works in the company and would use the same initials as a login.
Why can’t my user be found after being created?
First check whether the new user is already activated
. The tick must be added in the "Create user"
screen for this. You can easily find out whether the respective user is already active by filtering for inactive users
in the User management
. Simply click on the filter symbol and select the filter "Show inactive"
. You can also activate the users there later on.
Can I send a welcome e-mail later on?
The process in COYO is designed in such a way that a welcome e-mail for new users can only be generated and sent when a new user is created and invited. As a result, it’s not currently possible to send a second e-mail later on.
Can a user have several e-mail addresses and can an address be assigned multiple times?
E-mail addresses are distinguishing features in COYO and so they can only be assigned once. Each user requires their own e-mail address to log in. This is also why a user can’t have several e-mail addresses for logging into COYO.