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:
Users Functions - Add, Import and Export
User Functions
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.
Search Users
You can use the search box to quickly find one of your Users either by name or short dial number.
User List
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.)
Name | User’s name |
Usually the User’s NHS email address, although any email address can be used
This will be the email used as their Username when logging in to Surgery Connect | |
Short Dial | The number allocated as the User’s internal contact number
Numbers are allocated to people rather than phones in the practice so that you can contact a User on their Internal Short Dial even if they are working remotely |
Permissions | The level of access in Surgery Connect
See the Permission Levels guide |
Logged In | Shows if the User has set a password for Surgery Connect
This does not mean they are currently logged in (Users’ login status can be seen in the User Console) |
EMIS Username | This will show the EMIS User Name associated with this User so that logging in can be automated through the Integration software
SystmOne Users will find this in the Configuration Console, under Integrations |
For full details on Clinical System Integration please see our guides.
User Options
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 Supervisors can send a Password Reset email from the Configuration Console.
See our Password Email guide | |
Delete
Removes the User from Surgery Connect
See our guide on Deleting or Archiving Users | |
At the bottom of the table, you can change the number of rows shown per page and select other pages |