This will need to be done for all practices not already listed as client organisations for your PHN
- Log on as admin user
- Select your organisation from the 'This User's Organisation'link on the top left
- Click on the 'Client Organisations'tab
- Click on 'Add new client organisation' and fill in the details on the next screen, then click 'Save'
Creating a new user for a client organisation
After creating a new client organisation you need to create the users at that organisation. For existing client organisations you might have to add new users.
- Log on as admin user
- Select your organisation from the 'This User's Organisation'link on the top left
- Click on the 'Client Organisations'tab
- Select the practice you want to add users by clicking on the practice name
- Click on 'Add new User' and fill in the details on the next screen, then click save
Changing user preferences or password
- Log on as admin user
- Select your organisation from the 'This User's Organisation'link on the top left
- For PHN users: Click on the user you want to change to display the user details, then on the 'Organisations'tab
- For practice level users: Click on the 'client organisations' tab to select a client organisation, then on the practice to display the practice level users and then on the user you want to change, then on the 'Organisations' tab
- Change notification options and/or administrator access
- Click on the 'Password' tab to change the password by entering a new password
Removing a user
- Log on as admin user
- Select your organisation from the 'This User's Organisation' link on the top left
- For PHN users: Click on the user you want to change to display the user details, then on the 'Organisations' tab
- For practice level users: Click on the client organisations tab to select a client organisation, then on the practice to display the practice level users and then on the user you want to change, then on the 'Organisations' tab
- Click on 'Remove' on the bottom right for the organisation you want to remove the user
Creating a list of all current users
- Log on to the portal – no admin access required
- Select your organisation from the 'This User's Organisation' link on the top left
- Click on the 'Export List to file (including Users at all client organisations' button
- The report will download as a comma delimited file (.csv) and can be opened and edited with MS Excel or other programs