Workspaces are a way for a group of users who regularly work together (eg within a department) to collaborate within one shared space 🏥
Please note:
Currently, only Accurx Web users from trust organisations have the ability to create workspaces
As Accurx Web users are transferred to workspaces. the default 'My Workspace' will be archived
Conversations within 'My Workspace' won't be transferred
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.
Everything sent and received within a workspace can be viewed by all workspace members, allowing for better team-wide visibility of patient communication 🤝
This article will walk you through how to:
Log into Accurx Web to access workspaces.
Join a workspace/How to invite a user to join your workspace.
Create a workspace.
Access your workspace.
1. Logging into Accurx Web to access Workspaces
First, you'll need to log into Accurx Web via web.accurx.com and then sign in using your NHS.net single sign-on, or NHS.uk email address and chosen password. You'll also need to verify yourself via the 2-factor authentication.
Access the "Join a workspace" function by selecting "Workspace" on the bottom left of your Accurx Web screen.
Choose the wider organisation that the workspace you're looking to join/create is a part of. You can choose between organisations you're currently a member of (e.g. East London NHS Foundation Trust) or join a new organisation and join/create a workspace there.
2. Joining an existing Workspace
There are two ways a user can become a member of a workspace:
Request to join a workspace.
Be invited by someone already at the workspace.
To request to join a workspace, run through the steps in Section 1 to find the available workspaces at the organisation, then select "Join" on an existing workspace.
⚠️ Please ensure you're joining 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 ⚠️
You'll also see a list of example workspaces based on a comprehensive list of specialities to create your own workspaces.
Once a user requests to join an existing workspace, they will join as an unapproved user and will be able to:
Send messages from the workspace
Create personal message templates and patient lists
The workspace admin is sent an email notification and will see a prompt on their Accurx Web screen regarding the pending approval user.
If the request is approved, the new member of the workspace will receive an email notification and will be able to use the collaborative workspace features.
Alternatively, users at a workspace can invite another user to join their workspace.
To invite a user:
Click the "Workspace" button on the bottom left of Accurx Web and select your intended workspace.
Click "Workspace" again, then "Workspace settings" at the top.
Click "Users".
Click the "Invite colleagues" button.
Enter your colleague's NHS email address to send the invite.
Note: Workspace invites can be sent to people who have or haven’t signed up to Accurx already. The main requirement is that they have either an NHS.net or NHS.uk email address.
3. Creating a new Workspace
To create a workspace, users can scroll through the workspaces list as described above and select "Join" on one of the example workspaces with 0 members. This list is based on a comprehensive list of specialities or create a custom workspace.
⚠️ 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 ⚠️
To create a custom workspace:
Select the "Create workspace" option.
Enter the Workspace name, speciality, and description (note: Workspace names will appear on patient messages in the signature).
Once created, colleagues in the organisation can be invited to join via their email address. See more details in Section 2 above.
(Note: The user who creates the workspace will automatically be made an admin for that workspace.)
4. Accessing your Workspace
To access your different workspaces, click on the "Workspace" switcher on the bottom left of your Accurx Web screen 👇
Any new workspaces will appear there. If you can’t see the workspace you have just created, please refresh the page.
If a workspace is no longer applicable to you, you can leave it via the "Users" settings using the "Leave workspace" option under the "Actions" dropdown.
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 👉