Create User

Note - Before creating a new user, run a search to ensure the user does not already exist. See - Search for a User.
  1. Open the Shared Care Service you want to add the user to. See - Search for Service.
  2. Click on the Create User button at the top right of the screen.
    The new 'Add User' tab displays.
  3. Add the user's details.
    The items marked * are mandatory fields.

      The password must be a minimum of 6 characters and contain characters from at least three of the following categories:

      • Upper case
      • Lower case
      • Numbers
      • Non-alphanumeric characters: ~!@#$%^*_-+=`|\(){}[]:;'.?/

      No spaces at the beginning or end of the password.

      The password must not contain three or more consecutive characters (case insensitive) from the user name, forename or surname.

  4. Select the Save button to add the user.
  5. Return to the Shared Care Service view.
    This tab should still be open at the top of the screen.
  6. Select the Users view.

  1. Select Users Add button.
  2. Enter user's details in the search bar, and press the Search button.
  3. Select the user from the results.
  4. The user is assigned to the shared care service.

    Tick the box next to the user's name under the appropriable heading, to allocate their role.

    The changes apply automatically.

Note - To remove rights from a user, simply untick the box.