You can change/edit a User's basic details through the User List in the Service Delivery Console.

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)

Click on the Advanced Settings tab and select your CLI for that user

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

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