Users & Your Account
The Users panel allows you to see who has access to the account, add new users and change user access roles.
Users
New Users can be invited by clicking ‘Invite new user’.
Invite New User
To add a new user, you will need to enter a forename, surname and valid email address. COHO does not charge additional fees to add additional users onto the account. You will also need to assign the new user a role. See also User Access Roles.
User Access Roles
Admin: Full access to the entire system. Admins cannot be removed.
Unrestricted: Full access to the entire system.
Restricted Credit Control: Cannot view the Transactions or Finances panel, has read only access to Rent Collection and Credit Control panels.
No Credit Control: Cannot view the Transactions or Finances panels. Cannot access Rent Collection, Credit Control, Rent Review & Recurring Items panels.
API User: Cannot log in to the app. Gives access to API directly or via Zapier or similar.
Automatic Assignments
Here, you can set up assignments for lettings, property management and tenancy tasks.
You can identify users here to whom specific tasks or actions will be automatically assigned as they are created. If you set a default for the organisation for a specific category of tasks that will be used where no assignment exists at property level, a property level assignment will take precedence.
Lettings and sales tasks include viewings and onboardings, Property Management tasks include compliance items and maintenance, Tenancy management tasks include tenancies starting and ending, or tenancy agreements.
Task Types:
Assigning task types works differently depending on the type. These include: Conversations, maintenance and viewings.
Click '+ New' to add a new task type and assign it.
Type: Allows you to select a type of task to automatically assign.
Scope: Allows you to choose all properties or a selection of properties.
Assignee: Allows you to choose a user to assign the type of task to.
Your Account
The Your Account panel in COHO is where COHO stores card details used to pay the subscription, it states the subscription plan, the amount of units used, How we calculate your units and invoices.
Card details: When you sign up to COHO you enter your card details onto the system to secure your subscription. COHO uses those card details to process all invoices including active units, referencing at the point of use, digital eSignatures at the point of use and SMS credits. You can navigate to the Your Account panel to update the card details.
How we calculate units: A unit on COHO is a single let tenancy or the number of lettable rooms within a HMO. You will be able to see a breakdown of how we calculate your units.
Past Invoices: Here you will find all past invoices.
COHO Credits:
Here, you can top up credits for SMS, Referencing, Listings, Canopy Credit Check and Canopy Essential Checks.
Your Account Settings Cog
You will find the settings cog on the Your Account panel in the top right corner.
Here you will be able to edit:
- Account name
- Company name
- Company SMS Name
- Company legal name
- VAT registered?
- Company number
- Invoice address
- Correspondence address
- Registered office
- Public email
- Invoice email
- Advanced Rent Contact
- Public telephone number
- Website
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