Directly assign a workgroup to a user

From the Care Identity Management home page, choose 'Find an existing user'.

Enter the user's details and press Search.

Choose 'View profile' on the right of the screen.

On the user details screen, scroll down to the section at the bottom and choose the 'Workgroups' tab, and select the 'Add workgroups' button.

You'll now see the 'Add workgroups' screen.

Select the workgroup(s) you want to add to this user profile. If your organisation includes a lot of workgroups the filter option on this screen can help you find workgroups.

When you have finished choosing workgroups, select 'Continue'. You'll now see a screen allowing you to select access profile roles.

Choose whichever roles you want to include, add any notes you need and select 'Continue'. You'll then be able to choose the start and end dates of the workgroup assignment.

Select 'Confirm workgroups'. You'll then see a message that confirms you have successfully added the workgroup(s).

The workgroup will now be shown in the list at the bottom of the user profile screen.