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How to manage users in your organisation?

In the User Management Portal, users with Admin permissions can:


How do you invite users to the organisation?
  • Head over to the Home tab of the User Management Portal.
  • Click on your organisation.
  • Under the Team category, click on the Invite member button to invite a new user. A new window will open.
  • Add the user's NHS email address and hit Invite. The user will receive an email inviting them to join the organisation.



You can add multiple email addresses in this pop-up. Simply separate them by hitting Enter or , or ;

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.


How do I manage applications from users to join the organisation? 

If users make a manual request to join the organisation, the admins will be notified by email. To approve or deny the application:

  • Head over to the User Management Portal.
  • From the Home page, select your organisation and navigate to the Team page.
  • Under Applications - all new applications will be available there.

         

  • Simply click approve or deny under actions.




How do I remove users from the organisation? 

To remove a user from your organisation:

  • Head over to the User Management Portal.
  • From the Home page, select your Organisation.
  • Navigate to the Team page
  • Under members you will see a list of all your users - simply click on Remove next to the user you want to remove.




How do I manage each user's accesses? 

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

In the User Management Portal, each user can be given four 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.

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

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 have access to the Rules Management page.

  • Allows the user to create and edit 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.