INTRODUCTION

<aside> 📒 This is a guide on how to add a completely a new user on EMIS & SystmOne. Please use table of content above to find information about specific sections when setting up a new user.

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<aside> 💡 To keep this page easy to navigate, in some sections we use ‘toggles’ to hide additional information such as screenshots. Please click on the arrow next to the relevant point to see more information.

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<aside> 📒 For additional information please visit EMIS web: https://www.emisnow.com/csm?id=kb_article_view&sysparm_article=KB0018538

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EMIS

<aside> 💡 This is a guide on how to add a completely new user on EMIS web.

To configure and manage user details, you must have RBAC activity B0062 Local System Administration in your role profile.

Tip: We recommend that you have several members of staff who have RBAC activity B0062 Local System Administration in their role profile, to enable changes and password resets at any time to cover holidays etc.

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New User Configuration

Set up a new user in Emis

Access needed in order to edit configurations and add users: practice manager access or a user with

• RBAC activity B0062 Local System Administration (Higher Admin) in their role profile.
• Reporting - RBAC B0994 Manage Ad Hoc Reports
• Templates - RBAC B1700 (Local System Configuration)

STEP BY STEP

1. Configuration → Organisation Configuration →Add → Add New User → Areas to edit:
   • User Details
   • Role
   • User Role Profiles