Manage Organisation: How to approve new users at an organisation

Why am I unapproved and how your admin can approve you

Lorna avatar
Written by Lorna
Updated over a week ago

This article talks about the Accurx Desktop toolbar. If you use Accurx Web there aren't any admins or approval processes.

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'. (You 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 real patients. We automatically approve accounts that have sent 3 'validated' messages to real patients - we match these against the central NHS Patient Demographic Service 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 recently we have changed this to be the first user to send 3 validated messages.

Users that are already approved members of the organisation will be able to find out who the Admin is by going to their Initials icon > Manage Organisation > Manage users.

Admins can approve unapproved members at the practice by also visiting the 'Manage Users' page. The steps are outlined below πŸ‘‡

How to approve new users in your organisation for Admins

When a new user in the organisation signs up to Accurx, the Admin will receive a red notification on their toolbar. If the admin is not a Desktop user, they can visit to see their organisation's users.

When the Admin clicks on their initials, they will see a full menu of items. Find the one with the red notification next to "Manage Users" and click on it.

On the 'Manage Users' page, under Unapproved Users, click the button with the three dots to the right of the user and click Approve.

What is the difference between being an 'Admin' and a 'Member'?

Admins have the ability to approve new users, make other users an 'Admin' and archive old users that may have left. This is all done via the 'Manage Users' page.

If you are not an Admin you will be a Member. You will still be able to use Accurx Desktop as an 'Admin' would, but you will not be able to approve users, archive users or make other users Admin. If you wish to be an 'Admin' you can ask another 'Admin' in your organisation to make you one.

Someone isn't appearing on my list to approve

If you're from an EMIS or SystmOne 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. See here for more info.

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