ADDING REMOVING & UPDATING STAFF FOR ENGAGE CONSULT HAS NOW MOVED INTO THE MANAGEMENT CONSOLE




Depending on the options you choose there are three or four elements to a staff account:



  1. Email address is used by staff as their login ID.

  2. Request assignee determines whether staff can have requests assigned to them.  If they can’t have requests assigned to them, they can still login, assign requests to other staff or groups, and can manage requests assigned to other staff or groups.  If this staff member can have requests assigned to them then the Shared with option will be shown; if they can’t they Shared with won’t be shown as it’s not relevant.

  3. Management console access determines if this staff member can access the management console in the Engage client, and if they can at what level they can access it.  

    1. No means the staff member won’t have access to the management console in the Engage client.

    2. Basic Settings Onlywill allow a staff member to access all areas of the management console except the Staff page and the Audit Log page.

    3. Advanced will allow the staff member to access all pages in the management console.

  4. Shared with is only shown if this staff member is allowed to have requests assigned to them.  It allows you to share this staff member with other organisations.  When a staff member is shared with other organisations it allows those organisations to assign requests to them in the same way requests can be assigned by staff members at their own organisation.  For example, if this doctor were a dermatology specialist then you might want to share their account with other practices in your PCN.