How do I change a User's details?
You can change/edit a User's basic details through the User List in the Service Delivery Console
Step by step guide
Navigate to the User list in the Service Delivery Console
The Search bar allows you to easily locate specific Users. To reorder the User list, click on the table headings - these will then display in either alphabetical or numerical order, depending on the area clicked upon
Click the blue Edit button in the row of the User you want to change
The Edit User window will open
In the User Details tab you can change the User’s Name, Email address, Short Dial or Role (User Permission Level)
Via the Advanced Settings tab, you can select the CLI for that user and make amendments to their call recording options
To change the CLI, choose an option from the User CLI dropdown
A CLI is the number displayed to the recipient when making outbound calls
You can allocate a specific CLI or withhold a number on a user basis when adding a new user
For full information on CLI settings see our CLI Settings guide
User Permissions
You can also change the following permissions for individual Users via the tick boxes in the Users tab. Please note that these are all turned on as default
Call Recording Permission:
When this box is ticked, the individual User will have access to all Call Recordings, including calls they were not involved in. By unticking this box, you remove the ability to listen to call recordings for calls the User was not an active participant of
SMS Permission:
When this box is ticked, the User will have the ability to send chargeable SMS from the Surgery Connect system. By unticking this box, this ability is removed
Photo Permission:
When this box is ticked, the individual User will have access to all photos received, including those that were not sent to them directly. By unticking this box, you remove the ability to access photos that they were not the recipient of
Click the Save User button to save the changes, or the grey cancel button to stop editing the user
Successful changes will be indicated by a green Success popup
If the changes are unsuccessful, the reason will be displayed in a red error popup. You will need to correct any errors before you can save these changes
Some default settings for Users can also be changed through the Configuration Console. See our guides on Configuration Console