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Accurx Web: Managing users in Workspaces
Accurx Web: Managing users in Workspaces

How to manage users within a workspace

Kei avatar
Written by Kei
Updated over a week ago

Workspaces are a way for a group of users who regularly work together (eg within a department) to collaborate within one shared space ๐Ÿฅ

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.

โš ๏ธ 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 โš ๏ธ

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 ๐Ÿค

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.

Can anyone create a workspace and be an admin?

Yes โ€” 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 ๐Ÿ‘‡

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:

  1. Click on the "Workspace" option on the bottom left of your Accurx Web screen.

  2. Select the correct workspace.

  3. "Workspace settings" and then "Users".

In this section, all approved users can:

Invite more colleagues to join your teamโ€™s workspace.

Approved users can invite other users to join the workspace via the "Invite colleagues" button ๐Ÿ‘‡

View current approved members and admins in your teamโ€™s workspace.

Approved users can see other approved users by navigating to the "Approved members" tab.

They can also view who the workspace admins are ๐Ÿ‘‡

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

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 clicking the dropdown by:

  1. Click where it says "Actions".

  2. Click "Archive from workspace".

(Note: To archive admins, you will first need to make them a member first).

Give admin privileges to other users in the workspace

Workspace admins can make other users admins too by:

  1. Click the dropdown by "Actions".

  2. Click "Make user an admin".

Approve users in the workspace

Workspace admins can also approve any users who are unapproved at the workspace via the "Approval requests" tab.

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:

  1. Click the dropdown by "Actions".

  2. Click "Remove admin role".

Please note, a workspace admin can also remove admin privileges for themselves.

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. ๐Ÿ‘‰

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