Workspaces are a way for a group of users who regularly work together (eg within a department) to collaborate within one shared space. Only Trust staff are able to make workspaces 🏥
You can either join an existing workspace, or create a new one if you cannot see an applicable specialty/team in the list.
⚠️ Please ensure you're joining/creating a workspace specific to your team and site (if applicable), such as "Maternity - Ward 2, Accurx Hospital" and ensure it isn't too generic ⚠️
🔍 How to join an existing workspace
Joining a workspace allows you to collaborate with your team and manage patient communication in one shared place.
1. Select the workspace switcher - In the top right-hand corner of Accurx Web, click on the workspace switcher icon.
2. Select your Trust - Choose the specific Trust you would like to join a workspace under.
You will then be prompted to find your workspace within your Trust
3. Filter for your workspace - You can find a workspace using three different filters: Workspace name, Specialty or Colleague*
ℹ️ Please note: For privacy reasons, the colleague filter is only available to users whose NHS email addresses are officially associated with that specific Trust.
🛠️ Using search filters
To help you find the right workspace quickly, you can use the following search methods:
Workspace name filter
Search directly for the workspace name if you already know it (e.g., "General Surgery Hub").
Colleague filter
Search for a specific colleague within your Trust to see which workspaces they are already members of if this option is available to you.
Specialty filter
If you aren't sure of the name, you can filter the list based on the medical specialty assigned to the workspace.
📌 Viewing details and joining
Before joining, you can check if it's the right group for you.
1. Click the 'i' icon
On the workspace list, click the small information icon to see more details, such as a list of current members and who the Workspace Manager is.
2. Select 'Join'
Once you have identified the correct workspace, click the "Join" button to gain access.
🏗️ How to create a new workspace
If your team doesn't have a workspace yet, you can create one yourself.
⚠️ Please ensure you're creating a workspace specific to your team and site if applicable (eg. Maternity - Ward 2, The Accurx Hospital) and ensure it isn't too generic⚠️
1. Select 'Create a workspace'
Navigate to the bottom of the workspace list and click the "Create a workspace" button.
2. Enter the workspace details
You will need to provide a workspace name and select a specialty. You can also add an optional description to help others identify the workspace's work/patient cohort.
📘 Info: As the creator of the workspace, you will be automatically assigned as the Workspace Owner and will have full administrative privileges to manage members.
The workspace name will appear on patient messages in the signature
Accessing your new workspace
To switch between workspaces, click on the arrows in the top right of your Accurx Web screen:
Any new workspaces will appear in the list. If you can’t see the workspace you have just created, please refresh the page.
If a workspace is labelled "Archived", you can still view the inbox but this will be in a read-only state. All new actions must be taken from a new, active workspace.
Managing users in your new workspace
Workspaces can be created by anyone in your organisation with an Accurx account. Once created, colleagues in that organisation can either discover or be invited into the workspace.
If you still have any questions or concerns, feel free to chat with us using the green message bubble in the bottom right-hand corner of this page 👉
❓ Frequently Asked Questions
Who can see the colleagues I search for?
Who can see the colleagues I search for?
The colleague search is a private tool for verified Trust members to find relevant team workspaces. You can only see colleagues who are already part of a workspace within your shared Trust.
Can I be a member of more than one workspace?
Can I be a member of more than one workspace?
Users can join multiple workspaces within Accurx Web. You can switch between them at any time using the workspace switcher in the top right-hand corner.
If you have any further questions or feedback, please get in touch with our support team using the message bubble in the bottom right-hand corner of this page 👉