NHSmail Portal Learning Series
Welcome to the NHSmail Portal Learning Series. This learning series provides you with learning materials on using the NHSmail Portal.
To get started, select the NHSmail Local Administrator Guide or the NHSmail Portal User Guide. You can navigate within the guide by clicking the name of the feature that you would like to learn about. This will take you to the corresponding section within the NHSmail Portal Administrator Guide or User Guide.
For guidance on the transition to the new user and administration tools take a look at the Communications Page.
NHSmail Portal Local Administrator Guide: A fully comprehensive guide which provides step-by-step guidance on how to use all Administration features of the Portal
Learn how to create and edit a static and dynamic distribution list, transfer a distribution list and delete a distribution list
Learn how to create a shared mailbox, edit a shared mailbox, transfer a shared mailbox and delete/restore a shared mailbox
Learn how to create and edit a NHS Directory Contact, transfer a NHS Directory Contact and delete a NHS Directory Contact
Learn how to bulk upload and update user accounts via a CSV file
Learn how to run an audit report
Learn about the notifications you will receive when an action has successfully occured on the Portal
Learn how to view and manage your organisational structure
Learn how to reset a password for a user, set an Out of Office for a user and set delegate access to a user's mailbox
Roles and Permissions
Learn about the different roles and permissions assigned for Administrators of the NHSmail Portal
Searching and Navigating
Learn how to search for an NHSmail entry, use the advanced search feature, use the column picker and view notifications
Learn how to create a user, edit a user, enable/disable a user, authenticate a user, manage leavers and joiners and bulk edit users
NHSmail Portal User Guide: A fully comprehensive guide which provides step-by-step guidance on how to use all Portal user features
Navigating around the NHSmail Portal
Learn how to login to the NHSmail Portal and locate all key features
Learn how to use the NHS Directory
Learn how to perform self-service password reset and change your password
Learn how to manage your personal details
Security Questions and Answers
Learn how to set and edit your security questions and answers
Self-service distribution lists
Learn how to create and manage distribution lists
Local Administrator Frequently Used Features Guide: A condensed version of the Local Administrator Guide to help Administrators get started with key features such as creating an account/creating a shared mailbox.
NHSmail Portal Local Administrator Mini-Guide: A one-page guide which provides a quick overview on how to use key Portal user features.
NHSmail Portal New User Guide: A guide to help new users get started with using the NHSmail Portal.
Note: To navigate back to the main landing page at any point click on the blue banner "NHSmail Enabling collaboration across health and social care" at the top of the page.