Manage users
'User managers' can set up accounts for the staff at their sites and manage their role permissions.
Manage users
Every site will have someone who is a 'User manager' and has full permissions.
The role type assigned to someone will depend on the activities they do. The following roles currently exist:
| Role | Description |
|---|---|
| Appointment manager | A user can view and cancel booked appointments |
| Availability manager | A user can create, view and manage site availability |
| Site details manager | A user can edit site details and accessibility information |
| User manager | A user can view and manage user roles and permissions |
Manage Your Appointments uses your NHS.net email and password to access the system. If you need to register for a new account for you or a colleague, please follow the registering for an NHSmail account guidance.
Add a user
1. Select the site that you would like to give someone access to.
2. Go to 'Manage users' in the top menu or at the bottom of the landing page.
3. Click on 'Assign staff roles' in the top right corner.
4. Enter the email address for the new user.
5. Make sure you have entered the email address accurately.
6. Click 'Search user'.
7. You should see a list of roles that you can give to this user.
8. Select the appropriate roles.
9. Click 'Confirm and save'.
10. The user will receive an email confirming they have access to the service and the roles they have been assigned.
Assigning and updating roles for an existing user
1. Select the appropriate site.
2. Go to 'Manage users' in the top menu or at the bottom of the landing page.
3. Find the user account you want to edit or change.
4. Click on 'Edit'.
5. Select or deselect the role(s) that the person needs.
6. Click 'Confirm and save'.
7. The user will receive an email confirming which roles have been added or removed.
Remove a user
1. Select the appropriate site.
2. Go to 'Manage users' in the top menu or at the bottom of the landing page.
3. Find the user account that you want to remove.
4. Click on 'Remove from this site'
5. Check that you have selected the appropriate user.
6. Click 'Remove this account'.
Last edited: 17 February 2025 12:50 pm