Workspaces are a way for a group of users who regularly work together (eg within a department) to collaborate within one shared space š„
Please note: Currently, only Accurx Web users from trust organisations have the ability to create workspaces.
Workspaces can be created by anyone in your trust organisation with an Accurx account. Once created, colleagues in that organisation can either discover or be invited into the workspace.
ā ļø Please ensure you're creating a workspace specific to your team (eg. Maternity - Ward 2, etc) and ensure it isn't too generic/broad, as all approved users within the workspace will be able to access the collaborative features ā ļø
Everything sent and received within a workspace can be viewed by all workspace members, allowing for better team-wide collaboration and visibility of patient communication š¤
What does it mean to be the first member of a workspace?
As the first member of a workspace, you will be given admin privileges. This means you can archive users from the workspace or give them admin privileges as well.
Any member of the workspace can invite other users to join. Invites from members will need admin approval.
Can anyone create a workspace and be an admin?
Yes ā if you think someone else should be an admin later, you can give them the role once they join the workspace.
The steps below outline how admins can do this š
How to manage users in a workspace
To invite, accept, archive and change the admin permissions of users in your workspace, you'll first need to access the user management page:
Click on the name of your Workspace at the top right hand corner of your Accurx Web screen.
Select "Settings" and then "Users".
In this section, all approved users can:
Invite more colleagues to join your teamās workspace.
Invite more colleagues to join your teamās workspace.
Approved users can invite other users to join the workspace via the "Invite colleagues" button š
ā
šµ Approval depends on who sends the invite
If a workspace admin invites you, you'll become an approved member as soon as you accept.
If a workspace member invites you, you'll join as an unapproved member. A workspace admin will need to approve you from the Approval requests tab before you have full access.
View current approved members and admins in your teamās workspace.
View current approved members and admins in your teamās workspace.
Approved users can see other approved users by navigating to the "Approved members" tab.
They can also view who the workspace admins are š
Under the "Actions" dropdown, users can archive themselves from the workspace by "Leave workspace"
Workspace Admin Actions
Within a workspace, the workspace admin(s) can:
Archive a user in a workspace
Archive a user in a workspace
If a workspace is no longer applicable for a user (e.g. they no longer work in the team), the workspace admin can archive the user by:
Click where it says "Actions".
Click "Archive from workspace".
(Note: To archive admins, you will first need to make them a member first).
Unarchive a user in a workspace
Unarchive a user in a workspace
If an archived user has rejoined the workspace, admins can unarchive them from the workspace. To unarchive a user:
Select the "Archived" tab
Click on "Unarchive" on the appropriate user
Give admin privileges to other users in the workspace
Give admin privileges to other users in the workspace
Workspace admins can make other users admins too by:
Click the dropdown by "Actions".
Click "Make user an admin".
Approve users in the workspace
Approve users in the workspace
Workspace admins can also approve any users who are unapproved at the workspace via the "Approval requests" tab. This includes anyone who has accepted an invite sent by a workspace member.
Remove admin privileges of other admins in the workspace
Remove admin privileges of other admins in the workspace
If a workspace admin shouldn't have access to admin privileges, other workspace admins can remove the admin status by:
Click the dropdown by "Actions".
Click "Remove admin role".
Please note, a workspace admin can also remove admin privileges for themselves.
Frequently asked questions:
āI accepted an invite, but I'm waiting for approval. Why?
Your invite was sent by a workspace member rather than an admin. Invites from members need an admin to approve them before you get full access to the workspace. Once an admin approves your request from the Approval requests tab, you'll have full access.
ā
How can I invite someone so they're approved straight away?
Invites sent by a workspace admin are approved automatically when they're accepted. If you're not an admin, you can still invite colleagues, and an admin will then approve them from the Approval requests tab. Admins can also invite several people at once using bulk invite, and everyone invited this way is approved automatically.
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. š