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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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--- | ||
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 | ||
--- | ||
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{% include 'guide-contents.njk' %} | ||
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## Adding new users | ||
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Only lead administrators can add and manage users. | ||
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To add a user, you must enter their: | ||
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* First name | ||
* Last name | ||
* NHS-approved email address | ||
* Clinician status | ||
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## Selecting clinician status | ||
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Select ‘yes’ if users are registered clinicians. As a result, they can be selected as assessing and consenting clinicians. | ||
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## Selecting permission levels | ||
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Choose and select a permission level for new users: | ||
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| **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 | | ||
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You can have more than one user for each permission level. | ||
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![Screen shows user adding a new user's details and selecting their permission level](/images/manage-users-add.png) | ||
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## Creating a RAVS account | ||
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Once you have added a new user, we’ll automatically create a RAVS account and send them a welcome email to access the service. | ||
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Okta allows new users to sign in and use RAVS. | ||
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* 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. | ||
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![Screen shows user a preview email before they send it](/images/manage-users-check.png) | ||
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## Changing users | ||
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You can change user permission levels and clinician status from the 'Manage users' screen. | ||
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If you remove their clinician status, they can no longer assess patients and record their consent. | ||
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If you change their permission levels, this will become active when they log back into the service. | ||
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**Important:** You cannot change your permission level if you’re the only 'Lead administrator' for your organisation. | ||
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![Screen shows user the manage users screen](/images/manage-users-home.png) | ||
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## Deleting users | ||
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Delete a user account by emailing [[email protected]](mailto:[email protected]) or by calling **0121 611 0187** (select option 3). | ||
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## Users across multiple organisation | ||
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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. |
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