Creating a user

Create a User in Organisational Services

1. Open the Shared Care Service you want to add the user to, see Searching for Users, Services and Sharing Agreements for details.
2. Select Create User and the new Add User tab displays:

   

3. Enter the new users details, 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. For clinicians we recommend you add any relevant Professional Codes, for example, a GMC code:

   Adding a Professional Codes

   1. From Professional Codes, select Add .
   2. The Professional Codes screen displays:

      

   3. Complete as required:
      • Code Type - Select the type of code to record
      • Code - Enter the code
      • Service - Select from the list of services available for this user.
   4. Select OK.
5. Select Save .