How it works

Surgery Connect allows your Users to log in to any device, either within the practice or remotely to make and receive calls.

No matter which device you are using, so long as you are logged in, Surgery Connect will know it’s you and calls will come to and from your number. Supervisors can add new Users, change details for existing Users or delete Users who have left.

When you access the list of Users, you will see the following table:

New Users can be added individually, or uploaded in bulk using a template.

Button to add Users individually. Anyone who needs to make and receive calls on Surgery Connect will need to be added as a User.

Button to add Users in bulk. This can be used when first setting up the practice on Surgery Connect with a template to ensure all of your Users are added.

Button to download the list of Users and their name and short dial number into a CSV file. This can be opened in any spreadsheet program to produce a list of internal short dial numbers if a paper copy is required.

You can use the search box to quickly find one of your Users either by name or short dial number.

The data in the table can be sorted by clicking on the column header to sort by that column (for example, click on the Short Dial column header to sort by numerical order and see the highest allocated User Short Dial number.)

You can 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

Edit

Change any of the information in the table for that User

Password Reset Email

Send out the initial email to set the password and access Surgery Connect

Passwords can be reset by Users from the dropdown menu from the Single Sign On login screen (sso.x-onweb.com), by selecting Manage Account or by a Supervisor sending a password reset email from the Configuration Console

See our Password Email Guide here

Delete

Removes the User from Surgery Connect

See our Deleting or Archiving Users Guide here

At the bottom of the table, you can change the number of rows shown per page and select other pages