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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 by searching for a user. 
   1. Click on the Manage Users button of the dashboard or the SiteAdmin menu Manage Users option.  This will take you to the manage users page
   2. Click on the Find a user button Image Removed
   3. 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 indicated there is no 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 Removed
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. You will now need to assign the data the user account can access - see Assign User Access Permissions

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.docx

New User Account Request - South Tees.docx

New User Account Request - North Tees.docx

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To create a new user account please send the user details and access requirements to mortalityreview-enquiries@clarity.co.uk. 

You can use this form to help you submit the information New User Account Request.docx

Please ensure that you list the following information within your request.

• Name
• Email address
• each site code you wish the user to access data for (see How do I know what Site Codes to request?)
• the access level for each site code (see How do I know what Site Access Level to request?)

How do I know what Site Codes to request?

You can find the list of each individual site code within your Trust who are participating in the project within the system via the site selection menu, next to the Home menu Image Added

How do I know what Site Access Level to request?

• Site Admin - This enables users to create case records and assign review forms.
• Standard User - This enables users to access case review forms, enter review data and run reports.