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Managing users page (#74)
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Adds a new page about the new feature enabling teams to self-manage
their users.

---------

Co-authored-by: Frankie Roberto <[email protected]>
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Deepatee and frankieroberto committed Aug 22, 2024
1 parent 22caacc commit 2324205
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5 changes: 5 additions & 0 deletions app/_includes/guide-contents.njk
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text: "Recording a vaccination",
current: (page.url == "/recording-a-vaccination/")
},
{
href: "/managing-users/",
text: "Managing users",
current: (page.url == "/managing-users/")
},
{
href: "/adding-vaccines-and-batches/",
text: "Adding vaccines and batches",
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4 changes: 2 additions & 2 deletions app/adding-vaccines-and-batches.md
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Expand Up @@ -5,8 +5,8 @@ parent:
title: How to use the service
url: /guide
previous:
title: Recording a vaccination
url: /recording-a-vaccination
title: Managing users
url: /managing-users
next:
title: If the service is unavailable
url: /service-unavailable
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76 changes: 76 additions & 0 deletions app/managing-users.md
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@@ -0,0 +1,76 @@
---
layout: page
title: Managing users
analytics_key: managing-users
parent:
title: How to use the pilot service
url: /guide
previous:
title: Recording a vaccination
url: /recording-a-vaccination
next:
title: Adding vaccines and batches
url: /adding-vaccines-and-batches
---

{% include 'guide-contents.njk' %}

## Adding new users

Only lead administrators can add and manage users.

To add a user, you must enter their:

* First name
* Last name
* NHS-approved email address
* Clinician status

## Selecting clinician status

Select ‘yes’ if users are registered clinicians. As a result, they can be selected as assessing and consenting clinicians.

## Selecting permission levels

Choose and select a permission level for new users:

| **Permission level** | **Record and edit vaccinations** | **Add and manage vaccines** | **Create reports** | **Add and manage users** |
|----------------------------|---------------------------|----------------------|-----------------|---|
| **Recorder** | Yes | No | No | No |
| **Administrator** | Yes | Yes | Yes | No |
| **Lead administrator** | Yes | Yes | Yes | Yes |

You can have more than one user for each permission level.

![Screen shows user adding a new user's details and selecting their permission level](/images/manage-users-add.png)

## Creating a RAVS account

Once you have added a new user, we’ll automatically create a RAVS account and send them a welcome email to access the service.

Okta allows new users to sign in and use RAVS.

* If users already have an Okta account for other NHS applications, then their RAVS account will be added to their existing Okta account.
* If users are new to Okta, they’ll also receive an Okta email with instructions to set up their account. They’ll need to do this first to access RAVS.

![Screen shows user a preview email before they send it](/images/manage-users-check.png)

## Changing users

You can change user permission levels and clinician status from the 'Manage users' screen.

If you remove their clinician status, they can no longer assess patients and record their consent.

If you change their permission levels, this will become active when they log back into the service.

**Important:** You cannot change your permission level if you’re the only 'Lead administrator' for your organisation.

![Screen shows user the manage users screen](/images/manage-users-home.png)

## Deleting users

Delete a user account by emailing [[email protected]](mailto:[email protected]) or by calling **0121 611 0187** (select option 3).

## Users across multiple organisation

To add users to your organisation that are users in another organisation, they’ll need a different email address. They need a unique email address for each organisation.
4 changes: 2 additions & 2 deletions app/recording-a-vaccination.md
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Expand Up @@ -9,8 +9,8 @@ previous:
title: Finding a patient
url: /finding-a-patient
next:
title: Adding vaccines and batches
url: /adding-vaccines-and-batches
title: Managing users
url: /managing-users
---

{% include 'guide-contents.njk' %}
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