Add a User

Add anyone who needs to access Helix as a user.

About this task

When adding a user record, you will complete the following information:
  • Record the user's basic details such as their name.
  • Indicate if they are a healthcare provider. They will be required to supply their provider details.
  • Indicate which centres they work at. A user can work at multiple locations.
  • For each centre, indicate what work areas they are members of.
  • Add the user to a group.
    Tip: If you create a user and do not specify group membership, the user is assigned to the default group.

Use this field information to help complete this task.

Procedure

To add a new user:
  1. Select User iconuser > Settings iconSettings.
  2. In the Settings window, select Users > Account List. The User list window is displayed.
    Example User Management Window
  3. In the User list window, click Add user. The Add User window is displayed.
    Add User window
  4. In the Add user details section, provide account details for this user. For details about the information required for each field, see Account details.
  5. In the Staff details section, provide user login details for this role and set whether this user is a healthcare professional. For details about the information required for each field, see Staff details.
  6. If this user is a healthcare provider, in the Provider details section, provide prescriber details and authorisation numbers. For details about the information required for each field, see Provider details.
  7. To add the practices, health centres or organisations at which the user works:
    1. In the Centres section, click Add icon Add.
    2. From the Centre list, select a centre and click OK.
    3. Complete the required information. For details about the information required for each field, see Centre details.
      Tip: If this user is a healthcare provider who has opted in to ePrescribing, retrieve or enter their ePrescribing Entity ID. For more information, see ePrescribing Entity ID.
    4. Repeat for each centre at which the user works.
  8. If required, add work areas for each centre. Use the work areas to define separate default item numbers and fee schedules.
    1. In the Work Areas section, click Add iconAdd.
    2. From the Work Area list, select a work area and click OK.
      Example Work Areas
    3. Complete as much information about this user's work area as possible. For details about the information required for each field, see Work area details.
    4. Add extra work areas for this user if required.
  9. Click Save.

Results

The new user is added to the the User List.

What to do next

After you have added a user, add the user to user groups or assign permissions. For more information, see User Groups.