How do I add a new User?
You may need to add new Users individually, when a new member of staff arrives. This is easy to do through the Service Delivery Console.
Step by step guide
Navigate to the User list in the Service Delivery Console
Click the Add New User button
Complete the required fields in the Add New User window User Details tab
You do not have to add a User short dial at this stage, it can be added once the User is created. You need to check what the next available number is first
See our guide on short dial numbers
Voicemail can be set as ‘Off’ when setting up Users, and can then be added to the call flow using X-flow
For full details on call flows, see our guides on X-flow, or our short guide on adding User Voicemail
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
Once you have completed you User fields you have three options
Cancel
Close the pop up without saving any details | |
Save User
Saves the details entered into the User table and creates the User on Surgery Connect
The initial email can then be sent from the Options |  |
Save User and Notify
Saves the details entered into the User table, creates the User and sends the initial email to the User to set the password and access Surgery Connect |  |