Managing Users & Permissions
Adding users to your Apex organisation is a straightforward process which can be managed by any user who has System Administrator level access.
Firstly, navigate to Settings > Users & Permissions. Click the blue ‘Add’ button toward to top of the screen.
Complete the relevant user details and click ‘next’.
You will then be asked to specify the level of access to allocate to the user. Please see the below details for each level of access.
To amend the access of a user who has already been added to Apex, click the ‘Edit’ button to the right side of the users name and you will be presented with the below options. Once a user has been added they will be sent an invitation to the specified email address and will have 20 days to create a user account. If this has not been actioned within a 20-day period, this will expire, and an invitation will need to be resent by clicking the ‘Resend Invite’ button to the right side of the user.
System Administrator
System Admin users have full permissions within the system including access to activate data sharing, amend service filter configuration, manage users and view activity analysis.
Organisation Contact
Organisation contacts will be notified via email if we release new functionality or if there are any technical issues with the data streaming from your clinical system. [NB: You can have as many Organisation Contacts as you desire per practice].
Access to Activity Analysis
This allows users to view the available data without amending the Settings.
Is administrator
Users can view activity analysis as well as editing/creating service filters without having full System Administrator access.
Users can view activity analysis as well as editing/creating service filters without having full System Administrator access.
Can view other user details
If this field is not ticked and the individual has been linked to a session holder (please see below for details), they will not be able to view other clinician’s individual activity.
If this field is not ticked and the individual has been linked to a session holder (please see below for details), they will not be able to view other clinician’s individual activity.
Access to Client Installation
Users can be given access to re-install APEX software should it be necessary.
Linked Session Holder
If the user being added is an appointment session holder, you can link their details here. This will give the user a default view of their own data in the Clinician Toolkit.
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