How to invite or approve users in your organisation?

In the User Management Portal, you can either invite users to your organisation or approve manual requests from users to join your organisation.

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 page, 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 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.