How do I manage my users through the User Console?
Not only can you call a User directly from the User Console, but Supervisors also have quick access to every Users' User Profile.
As a Supervisor you can change a Users' call device, their User status and manage their Groups.
Step by step guide
Accessing the User Console
Log in to Surgery Connect - sso.x-onweb.com - with your NHS email address and Surgery Connect password
To view calls, access the central directory, access internal user list, softphone and statistic boxes navigate to the User Console
Don't forget - if you are already logged into a Surgery Connect console, you can navigate to any other console quickly by using the Menu, next to your initials
Numbers
You may need to change a Users call device for them. You can do this though the Numbers area of their User Profile
Click on the Users name in the Directory on the right hand side of the User Console to select your user
As a Supervisor, this will open up that contacts User Profile
Once the User Profile is open, select the call device you want them to use from the list, by clicking on it
The arrow will move to the selected call device, so you know which one is the active device
User status
You may need to change a Users status, for example if they are working remotely and have forgotten to log out at the end of the day. You can do this though the User Status area of their User Profile
Click on the Users name in the Directory on the right hand side of the User Console to select your user
As a Supervisor, this will open up that contacts User Profile
Once the User Profile is open, select the User status you want from the list, by clicking on it
The colour of their name will change in the directory, as you change their status, and the arrow will move to the selected User status
Group management
Most surgeries have times when their Reception or other call handling staff are not taking the calls from the queues due to other commitments within the surgery
You may need to change a Users groups for them. You can do this though the Group management area of their User Profile
Click on the Users name in the Directory on the right hand side of the User Console to select your user
As a Supervisor, this will open up that contacts User Profile
Once the User Profile is open, select the Groups you would like the User to be in by ticking it
A green tick means the User is active in that call group and you will see their name in the group list in the directory
No tick means they are not active in that call group and their name will not be visible in the directory for that group
NOTE: You can also use Auto Step In to manage your groups. Please see our guide.