Managing Users & Permissions

Managing Users & Permissions

Managing users for your Apex organisation is a straightforward process which can be actioned by any user who has System Administrator level access. 
Firstly, navigate to Settings > Users & Permissions. 




You will be able to see a list of active users under the ‘Active’ subheading. Deleted users can be viewed by clicking the ‘Deleted’ tab.

Adding a User

Click the blue ‘Add User’ button toward the top of the screen. 

Basics

Firstly, you will need to enter the basic user information including the name and email address. 
The default permissions selected will allow the user to sign in and will register the user as a member of practice staff. 




If the user being added is an appointment session holder, you can link the Apex and EMIS/SystmOne accounts on the right-hand side under Linked Clinical System Users. This will give the user a default view of their own data in the Clinician Toolkit. 

Permissions

Click Next to specify the level of access to allocate to the user. If you are adding a System Administrator, click on the ‘Yes’ option at the top of the Permissions panel. 
System Administrator
System Admin users have full permissions within the system including access to activate data sharing, the ability to amend service filter configuration, manage users and view activity analysis. 

If you are not adding a System Administrator, you can choose to allow the user to view the entire platform or allocate permissions based on staff members who may require access to specific elements of Apex. For example, if you have a member(s) of staff leading on your seasonal flu vaccination campaign, you will now have the ability to give them a login which only grants visibility of the Flu Manager and no other practice data.



Access to Activity Analysis
This allows users to view the available data without amending the Settings. 
Administrator
Users can view activity analysis as well as editing/creating service filters without having full System Administrator access. 
View at User Level
If the individual has been linked to a Clinical System User (see above), this setting will allow them to view their own activity analysis only. 

Optional Details

Optional details allows you to specify whether the user is a ‘Primary Contact’ to ensure the user receives status updates regarding Data Sharing Requests and the data streaming into Apex.

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, it will need to be resent to allow the user to set up their account. Click on the 3 dots under ‘Actions’ and select Re-send Invite. 









If you have any issues with your log in, please open a ticket and we will get back in touch as soon as possible. 

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