Overview
This page will provide you with all the information you need about managing Open Exeter user accounts for your organisation.
Managing your Open Exeter account
Open Exeter users can self-serve when it comes to resetting your Open Exeter password or updating your email address. The guides below explain how.
About Primary Users
Each organisation using Open Exeter should have a primary user, who manages user access for other members of staff, for example, a practice manager for a GP Surgery.
The Primary User can add, amend and delete users and reset passwords. A Primary User is also known as a Primary Contact.
Organisations with a Primary User already set up find this to be the quickest and easiest way to manage access control, including password resets, and have two Primary User accounts to support this.
Check your Primary User
You can easily check if you are already the Primary User.
Click on the drop down menu under ‘Application’.
If you already have access to set up new users and to reset existing users' passwords, ‘Organisation Maintenance’ will be one of the applications listed.
Requesting a new Primary User
If you do not have the 'Organisation Maintenance' option under the 'Application' drop down menu, or your organisation does not yet have/needs a new or additional Primary User, you can download and complete the appropriate form below.
Please ensure the form is signed by an authorised signatory at the bottom of page 1, otherwise we are unable to process the request. Email your completed form to pcse.openexeter@nhs.net
Upon receipt of the completed form, we will validate the authorised signatory, and will then authorise your organisation's request for a Primary User.
What if there is no available signatory?
If you have no-one available from the list of signatories to approve your application for a new Primary User, you should request a new Caldicott guardian via the link below.
Adding a new user
The Primary User for your organisation can create an account within Open Exeter for other members of staff.
The 'How to manage Organisation Maintenance' guide, which explains how to create a new user.
Once the new user account is created, Open Exeter generates an email to PCSE, notifying us of the new user. We'll authorise the new user and issue them with a password.
Request additional permissions for an existing user
In order to request additional permissions for an existing user, an email needs to be sent to pcse.openexeter@nhs.net, by one of the following authorised signatories:
- Lead GP
- GP Partner
- Caldicott Guardian
- Member of the Board of Directors
The email must come from an NHS email address.
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