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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?

To invite new users to an organisation, you'll need to head to the User Management Portal and navigate to 'Pending Invitations' on the left panel. 

Simply click +Invite Users, enter any NHS email address (separating multiple with a semi-colon), 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 on the left panel. These determine which extra features of the Proactive Monitoring Tool they can see and use.

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

  • Red = the user has the permission

  • White = 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.