Create a workgroup

From the Care Identity Management home page, choose 'Manage access'.

On the 'Manage access' screen, in the 'Workgroups' tab, select 'Create new workgroup'.

On the 'Create a new workgroup' screen, you'll now fill in the details of the workgroup.

If this is the first workgroup in your organisation, we recommend that you first create a workgroup with the name of your organisation. Your organisation's first workgroup becomes the parent (or root) workgroup, beneath which any other workgroups will sit in Care Identity Management.

Note: it's not mandatory to use your organisation's name as the parent workgroup, but it can help with the management of workgroups in the future.

Enter the details of the workgroup and select 'Create workgroup'. You'll see a message confirming that the workgroup has been created.

If this is your organisation's first workgroup, select the name of the workgroup at the bottom of the screen and you'll see that the 'Parent' field is empty. This means you have created the parent or root workgroup successfully.

You can now create the workgroup you'll assign to user profiles, by repeating the process above. All new workgroups that you create will appear in the list of workgroups on your organisation's profile page.