--- title: User Management Portal description: A guide to navigating the User Management Portal --- [Skip to content](https://help.abtrace.co/about-the-user-management-portal#main-content) [![abtrace-logo-colour@2x-3.png\]](https://help.abtrace.co/hs-fs/hubfs/abtrace-logo-colour@2x-3.png?width=124&height=60&name=abtrace-logo-colour@2x-3.png)](https://help.abtrace.co/?hsLang=en) Open main navigation Close main navigation - [Go to abtrace.com](https://www.abtrace.com/) [Go to abtrace.com](https://www.abtrace.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Abtrace Support Portal](https://help.abtrace.co/?hsLang=en) 2. [User Management Portal](https://help.abtrace.co/user-management-portal?hsLang=en) # User Management Portal ## A guide to navigating the User Management Portal #### **What is the User Management Portal?** The **User Management Portal** is your central hub for managing users, organisation settings, and workflows in Abtrace. This is where you'll configure the tool to suit your practice, using sections like **Rules Management** and **Patient Portal**. What you can see and do in the portal depends on your role: - **Standard users** can create an account, join an organisation, and download the Abtrace tool. - **Admin users** have full access to additional organisation-level settings and controls. #### **Getting Started** You can access the portal two ways, by either: - Opening a web browser and heading to [portal.abtrace.com](http://portal.abtrace.com/) - By opening the Abtrace tool, clicking your initials in the top right corner, selecting settings, then choosing 'User Management Website' as below ![](https://help.abtrace.co/hs-fs/hubfs/image-png-Oct-24-2025-03-31-07-4615-PM.png?width=670&height=168&name=image-png-Oct-24-2025-03-31-07-4615-PM.png) #### **Features for All Users** **1. [Create an Account](https://help.abtrace.co/how-do-i-create-an-account#quick-start-video)& Join an Organisation** Sign up to get started and connect to your organisation. There are 2 ways of joining the organisation: you can either [be invited to join](https://help.abtrace.co/how-do-i-create-an-account#Join-Your-Organisation) or [make a request](https://help.abtrace.co/how-do-i-create-an-account#Join-Your-Organisation) to join the organisation. **2.[Download the Tool](https://help.abtrace.co/how-do-i-create-an-account#download-install-the-tool)** Access and download the Proactive Monitoring Tool desktop application onto your PC. Click through the steps in the interactive video below👇    #### **Features for Administrator Users** If you are an admin user, you will have access to configure your organisation settings through the **User Management Portal**. **👥 Invite and manage users** [Add team members](https://help.abtrace.co/how-do-invite-users-to-the-organisation?hsLang=en) and [manage their roles](https://help.abtrace.co/how-do-invite-users-to-the-organisation#access)so everyone has the right tools and access to get started smoothly.  **📧 Manage your [organisation's email addresses](https://help.abtrace.co/what-are-organisation-emails?hsLang=en)**  Abtrace will send various email reports including failed messaging, questionnaire responses, and booking requests. If you'd prefer these notifications go to a shared inbox (e.g a practice email) rather than an individual’s, you can set up an **organisation email**. This ensures critical reports and submissions aren't missed by any one person. **🩺 Configure the Patient Portal** Control what patients can see and do in the Patient Portal. From here, you can [enable Patient Tasks](https://help.abtrace.co/how-to-configure?hsLang=en), [enable questionnaires](https://help.abtrace.co/how-do-patient-questionnaires-work?hsLang=en) and add the practice contact details you want patients to see. Patients can access the Patient Portal through a booking link, a questionnaire link or directly via the [website](https://abtr.co/). However they enter, they will see all relevant outstanding items in one place, including: - Patient Tasks enabled by your practice - Outstanding questionnaires - Pending self-booking links **💬 Configure and manage your messaging** Here you can view your SMS Sender ID, choose whether to include your practice address in email signatures, decide who receives daily messaging delivery reports, configure where appointment request forms are sent when self-booking isn't available, and monitor your monthly SMS and email usage. **🔄 Manage your [Automated Recall](https://help.abtrace.co/automated-recalls?hsLang=en)** Switch automations on or off, configure how they run, and track their progress — including run history and performance stats.  **⚙️ Rules management** Tailor your patient monitoring requirements with self serve [Rules Management.](https://help.abtrace.co/clinical-rules-management?hsLang=en) When you get started with Abtrace, you'll automatically have default rules enabled. We recommend reviewing Rules Management to enable/ disable other rules to customise the tool to suit your practice. This allows your practice to adapt to suit evolving clinical needs and local requirements—all in one place, with just a few clicks.  **Ready to get started?** Log in to the [User Management Portal](https://portal.abtrace.com) to set up your account, manage your team, and tailor your Proactive Monitoring Tool to fit your organisation's needs. - [Getting started](https://help.abtrace.co/getting-started?hsLang=en#main-content) - [Account & Installation](https://help.abtrace.co/getting-started?hsLang=en#account-installation) - [EMIS Setup](https://help.abtrace.co/getting-started?hsLang=en#emis-setup) - [SystmOne Setup](https://help.abtrace.co/getting-started?hsLang=en#systmone-setup) - [Compliance](https://help.abtrace.co/getting-started?hsLang=en#compliance) - [User Management Portal](https://help.abtrace.co/user-management-portal?hsLang=en#main-content) - [Users & Practice Configuration](https://help.abtrace.co/user-management-portal?hsLang=en#users-practice-configuration) - [Practice-level emails & reports](https://help.abtrace.co/user-management-portal?hsLang=en#practice-level-emails-reports) - [Rules Management](https://help.abtrace.co/user-management-portal?hsLang=en#rules-management) - [Analytics](https://help.abtrace.co/user-management-portal?hsLang=en#analytics) - [Proactive Monitoring Tool](https://help.abtrace.co/proactive-monitoring-tool?hsLang=en#main-content) - [Patient View](https://help.abtrace.co/proactive-monitoring-tool?hsLang=en#patient-view) - [Population View](https://help.abtrace.co/proactive-monitoring-tool?hsLang=en#population-view) - [Optimisation View](https://help.abtrace.co/proactive-monitoring-tool?hsLang=en#optimisation-view) - [Analytics View](https://help.abtrace.co/proactive-monitoring-tool?hsLang=en#analytics-view) - [FAQs](https://help.abtrace.co/proactive-monitoring-tool?hsLang=en#faqs) - [Automated Recalls](https://help.abtrace.co/automated-recalls?hsLang=en#main-content) - [Recall Guides](https://help.abtrace.co/automated-recalls?hsLang=en#recall-guides) - [Clinical Programmes](https://help.abtrace.co/automated-recalls?hsLang=en#clinical-programmes) - [FAQs](https://help.abtrace.co/automated-recalls?hsLang=en#faqs) - [Patient Engagement](https://help.abtrace.co/patient-engagement?hsLang=en#main-content) - [Patient Portal](https://help.abtrace.co/patient-engagement?hsLang=en#patient-portal) - [Messaging](https://help.abtrace.co/patient-engagement?hsLang=en#messaging) - [Questionnaires](https://help.abtrace.co/patient-engagement?hsLang=en#questionnaires) - [Troubleshooting](https://help.abtrace.co/troubleshooting?hsLang=en#main-content) - [Account & log in](https://help.abtrace.co/troubleshooting?hsLang=en#account-log-in) - [Common Errors](https://help.abtrace.co/troubleshooting?hsLang=en#common-errors) - [SystmOne](https://help.abtrace.co/troubleshooting?hsLang=en#systmone) - [EMIS](https://help.abtrace.co/troubleshooting?hsLang=en#emis) - [Network & connectivity](https://help.abtrace.co/troubleshooting?hsLang=en#network-connectivity) - [Contact us](https://help.abtrace.co/contact-us?hsLang=en) [![abtrace-logo-colour@2x-Sep-24-2025-07-33-42-6579-AM](https://help.abtrace.co/hs-fs/hubfs/abtrace-logo-colour@2x-Sep-24-2025-07-33-42-6579-AM.png?width=130&height=63&name=abtrace-logo-colour@2x-Sep-24-2025-07-33-42-6579-AM.png "abtrace-logo-colour@2x-Sep-24-2025-07-33-42-6579-AM")](http://abtrace.co)