This article talks about the Accurx Desktop toolbar.
Why am I unapproved and who is Admin?
When a new user signs up to Accurx Desktop at an organisation, their Accurx account is initially 'unapproved'. (They will still be able to send texts and do video consultations as an unapproved member 😊)
There are two ways to become approved:
1) Send 3 SMS messages to different real patients. We automatically approve accounts that have sent 3 'validated' messages to different real patients - we match these against the central NHS Patient Demographic Service (PDS) to verify your account.
2) Ask your Admin to approve you. Normally, the first user to sign up at the organisation is the Admin, though we have changed this to be the first user to send 3 validated messages.
Users who are already approved members of the organisation will be able to find out who the Admins are by going to their settings cog icon on the toolbar > select 'Users'. The admins will have an 'Admin' status next to their name.
Admins can approve unapproved members at the organisation by also visiting the 'Users' page. The steps are outlined below 👇
How to approve new users in your organisation for Admins
When a new user connects their Accurx toolbar to an organisation for the first time, the Admin will see a yellow banner on their 'Users' option on their settings cog. If the admin is not an Accurx Desktop user, they can visit https://web.accurx.com/login/organisations to see their organisation's users.
When the Admin clicks on the settings cog, they will see a full menu of items. Click on the 'Users' option.
On the 'Users' page, under 'Approval requests', click the 'Approve' option to approve the user.
What is the difference between being an 'Admin' and a 'Member'?
Admins can approve new users, make other users Admins, archive/unarchive users, and manage Appointment Reminders.
If you are not an Admin, you will be a Member. You will still be able to use Accurx Desktop as a user, but you will not be able to approve users, archive/unarchive users, make other users Admin, or manage Appointment Reminders. If you wish to be an Admin, you can ask another Admin in your organisation to make you one.
Someone doesn't appear on my list to approve
If you're from EMIS/SystmOne/Vision and you've got a new user who hasn't come through to you to approve, you'll need to check first that they've logged in and connected to EMIS/SystmOne/Vision. Click here for more info on why they may not have appeared.
If you need further assistance, you can click on the chat box to contact our user support team on the bottom right 👉