If a contact associated to your organisation joins it, you can convert the contact into a user. The conversion process lifts all contact information about the individual and pre-populates it onto the create a user page. Once the process is complete the contact will be set up with a user account. The original contact entry in the NHS directory will not be deleted.
To convert a contact to user:
Use the search box to find the contact that you wish to convert to user
Refer to the Searching for an Entry section for more information
Click the contact’s Display Name to open the Edit Contact page
Click the Convert to user button in the Actions box
Click Confirm to confirm the conversion
Complete the fields on the create user page.
Refer to Creating a User Account for more information on how to complete the fields on this page.
You must select an email address as this is not generated automatically
Click Create to convert contact to user.
| Last Reviewed Date | 26/09/2019 |
