Content Comparison

You will need to repeat this process for every individual site you wish the user to have access to.

You can permit different access levels for each site if necessary.  

1. In the site selection menu of the main toolbar select the site you wish to add the user account to
2. Check for an existing account either via the manage users button on by searching for a user. 
   1. Click on the Manage Users button of the dashboard or the SiteAdmin menu
   2. If there is already an account for the user this will return in the resultsManage Users option.  This will take you to the manage users page
   3. Click on the Find a user button Image Added
   4. Enter the surname of the new user into the Last Name field and click Search
      1. all existing user accounts matching the last name will be shown.  You should then check the roles of the account to ensure they have been assigned (see Add Access) and notify the user they already have access
      2. If there are no results this means there is not currently access for this user and you can proceed to creating a new account. 
3. Create user account by clicking the Create new user button.  This will open the Create User page. Image Added
4. In the Create User page enter the user's email, first name and last name and click CreateUser.  You will see a message advising the account has been created with the option to open up a blank email message to send to the user.This has now created the new user account. 
5. Click and search for newly created user account.
6. Click the Open button on the search results to open the user account information.
7. In the Actions table click the Add button to assign that role to the user account
   User = standard access, able to access case records, enter data into, save and complete review forms, run reports
   SiteAdmin = able to create user accounts, create case records, assign review forms and manage meetings.
8. Notify the new user that their access has been created and what their username is, the address of the system and advise the User they will need to assign their own password using the forgotten password link on the log in page.

User Account Passwords- The system is designed for users to self manage their passwords. Once you have created the account and assigned the relevant access you can notify the user that the account is active. They should then use the forgotten password link of the login screen to assign their own password to their account.  Once this has been done the user will be able to log into the system.

If you are having problems with creating the accounts yourself please complete the attached form for your Trust and send this to Clarity who will be able to assist.

New User Account Request - Co Durham.docx

New User Account Request - North Tees.docx

New User Account Request - South Tees.docx

New User Account Request - Blank Form.docx