Workspaces are a way for a group of users who regularly work together (eg within a department) to collaborate within one shared space 🏥.
These 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:
Logging into Accurx Web to access Workspaces
Joining a Workspace
Creating a Workspace
Accessing your Workspace
Viewing your previous messages
Viewing the shared inboxes
Assigning conversations to colleagues
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.
If your team has been set up with a shared inbox, please ensure you’ve navigated to the appropriate workspace (instead of your Trust’s default workspace). If you have no option to switch workspaces, then please ignore this step.
Access the "Join a workspace" function by selecting "Workspace" on the bottom left of your Accurx Web page.
Choose the organisation of the workspace you're looking to join/create. You can choose between organisations you're currently a part of, or join a new organisation and join/create a workspace there.
All workspaces in your organisation will be listed. You can see the members in each workspace, and whether you have any pending requests to join a workspace.
2. Joining a Workspace
To join a Workspace, select "Request to join" to request access.
Once requested, the workspace admin is sent an email notification. However, anyone who is currently a member of a workspace can also accept (or decline) a join request.
If the request is accepted, the new member of the workspace will receive an email notification.
3. Creating a Workspace
To create a Workspace, scroll to the bottom of the Workspaces list and select "Create new workspace".
The Workspace will then need a name to be entered, along with an optional description. (Please 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. Workspace invites can be sent to people who have previously or haven’t signed up to Accurx. The main requirement is that they have either an NHS.net or NHS.uk email address.
The user who creates the Workspace will automatically be made an admin for that Workspace.
4. Accessing your Workspace
To access different Workspaces, click on the "Workspace" switcher on the bottom left of your Accurx Web page 👇
Any new workspaces will appear there. If you can’t see the workspace you have just created, please refresh the page.
5. Viewing your previous messages
To view your previous conversations, click on the "Conversations" option on the left-hand side.
You should be able to see the conversations that are assigned to you, as well as the messages you've sent.
6. Viewing the shared inboxes
To view your colleague's conversations, click on the "Conversations" option on the left-hand side and click on a specific user's inbox.
You should be able to see the conversations that are assigned to that user.
7. Assigning conversations to colleagues
To assign a conversation to a colleague within a Workspace, you'll need to open the conversation and select this pencil icon 👇
This will show a list of users within the Workspace. Clicking on "Assign" will assign the conversation to that user.
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. 👉