Creating a New Vision 3 User

Vision 3 users must be set up to create and maintain your shared care appointment book.

To create a user in Vision 3 you need the following information:

  • Surname

  • Forename

  • Sex

  • Title

  • NHS email address.

Steps to Creating a New User in Vision

Step

Module/Function

Brief Description

1

Log in to Vision 3as a System Administrator.

At least one person in your practice should have administrator rights, if not, this can be set using the SYS role.

2

Staff Details

Management Tools - Control Panel - File Maintenance - Add Staff

You need to create a staff profile for a new user. All staff must have their NHS email address setup within their staff details.

See Adding Staff in the Management Tools Help Centre for details.
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