Skip to content
Go to abtrace.com
  • There are no suggestions because the search field is empty.

How do I manage each user's accesses?

As an administrator, you can manage access rights for each user at the practice. 

How do I invite a new user to my organisation?

  • Go to the home page of the User Management Portal and select your organisation.

  • Navigate to the Team page and click  Invite member to add new users.

   

This will open a new window where you can enter one or more NHS email addresses (separating multiple email addresses by pressing Enter, a semicolon or a comma), then select Invite.

 

If you'd like to invite someone to join your organisation as an administrator, make sure to tick the box Invite all as administrators when sending their invitation. This will give them access to all features in the User Management Portal.

        

Understanding User Permissions

By default, all users can access Patient View and Population View.

In the User Management Portal, each user can be given three types of additional permissions in the Members section of the Team page. These determine which extra features of the Proactive Monitoring Tool they can see and use.

Simply tick the relevant button to enable the particular permission(s) for the user.

  • Red box with tick = the user has the permission

  • White box with no tick = the user does not have the permission

           

 

Admin

  • Allows the user to create automated recalls.

  • Users with this permission will see the “Add Recall” button in the Population View.

Optimisation

Analytics

  • Allows the user to access the Analytics dashboard.

Only users with the relevant permissions will see these sections in the desktop app.