diff --git a/app/_includes/guide-contents.njk b/app/_includes/guide-contents.njk index 29226cc..cff065d 100644 --- a/app/_includes/guide-contents.njk +++ b/app/_includes/guide-contents.njk @@ -27,6 +27,11 @@ 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", diff --git a/app/adding-vaccines-and-batches.md b/app/adding-vaccines-and-batches.md index f1031c0..eb2a687 100644 --- a/app/adding-vaccines-and-batches.md +++ b/app/adding-vaccines-and-batches.md @@ -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 diff --git a/app/images/manage-users-add.png b/app/images/manage-users-add.png new file mode 100644 index 0000000..81170e3 Binary files /dev/null and b/app/images/manage-users-add.png differ diff --git a/app/images/manage-users-check.png b/app/images/manage-users-check.png new file mode 100644 index 0000000..7e0470b Binary files /dev/null and b/app/images/manage-users-check.png differ diff --git a/app/images/manage-users-home.png b/app/images/manage-users-home.png new file mode 100644 index 0000000..97e722c Binary files /dev/null and b/app/images/manage-users-home.png differ diff --git a/app/managing-users.md b/app/managing-users.md new file mode 100644 index 0000000..a7103e5 --- /dev/null +++ b/app/managing-users.md @@ -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 [ravs.support@england.nhs.uk](mailto:ravs.support@england.nhs.uk) 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. diff --git a/app/recording-a-vaccination.md b/app/recording-a-vaccination.md index 2121888..484ef99 100644 --- a/app/recording-a-vaccination.md +++ b/app/recording-a-vaccination.md @@ -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' %}