SystemView Local Administrators can create new user accounts, modify access settings, and reactivate inactive users through the User Management application.
This guide explains how to perform these actions within SystemView.
⚠️ Important
Before creating or modifying user accounts, please ensure you follow your organisation’s local governance and approval processes for SystemView access.
This guide explains how to perform the actions in SystemView, but your organisation may have specific policies about who can receive access and what level of access is appropriate.
In this article:
- How to add a new user
- How to modify an existing user's access
- How to reactivate an inactive user
- Troubleshooting
How to add a new user
1. Open user management
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Click the down arrow in the top-right corner of SystemView.
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Select Applications from the dropdown menu.
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Select User Management from the left navigation panel or the applications menu.
You will now see the User List, which displays all Active and Inactive users within your organisation’s SystemView environment.
2. Add a new user
Step 1: Start creating the user
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In the User List, select + Add a User in the top-right corner.
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The Create New User form will open.
Step 2: Complete the Create New User form
Fill in the required fields.
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User Name:
Type the user’s Work / Health ID in the User Name field.
Select the matching result from the dropdown list.
Selecting a result will automatically populate:
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Email address
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First name
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Last name
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Phone number (if previously provided)
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💡 Tip: If the user does not appear in the search results, they may already have access.
Before creating a new account, search their ID or name in the User List search bar to confirm they do not already exist.
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Status: Leave the status set to Active.
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User Group: Select the user group that best represents the person’s role within the organisation.
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Team – Position: Enter the user’s job title or position.
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Jurisdiction View User Group: Select the option that determines whether the user will have access to JurisdictionView within SystemView.
Step 3: Continue to Access Settings
Select Create User in the bottom-right corner of the form.
This will open the Access Settings panel.
3. Configure facility access
Step 1: Select facility access
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Click the dropdown under Facility Access. -
Select the facility from the drop-down menu or type the district code or facility name in the search bar to filter the facility's down.
Depending on the user’s needs, you can select:
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All facilities within a district, or
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Individual facilities.
Step 2: Confirm selected facilities
Click outside the dropdown panel to close it.
The selected facilities will appear in the Facility Access table.
Check that all requested facilities are listed.
Step 3: Set the data access level
You must choose whether the user can access:
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Identifiable Data: Patient-level information that may contain identifiable details.
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Pseudonymised Data: Data where identifying patient details have been removed or replaced.
Most users will require identifiable data access, but this should follow your organisation’s access policies.
To grant identifiable access to all facilities:
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Click the Identifiable column header.
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All radio buttons in that column will turn blue.
Step 4: Confirm the user setup
Click Confirm in the bottom-right corner of the panel.
⚠️ Note:
There is no confirmation message after saving.
The only indication that the changes have been saved is:
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A brief green tick appearing over the Confirm button.
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The button changing from bright to dull.
Click the X in the top-right corner of the panel to close it.
4. Confirm the user was added
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After closing the access panel, you will return to the User List.
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Use the search bar to search for the user’s ID or name.
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Confirm their record appears in the results.
How to modify an existing user
User profiles and access settings can be updated at any time.
1. Find the user
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Navigate to User Management.
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Search for the user in the User List.
2. Edit user profile details
Click the pencil icon under the Actions column.
You can edit:
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Account status
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User group
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Role
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Team / position
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Jurisdiction View user group
3. Modify facility access
Click the lock icon under the Actions column.
This allows you to update:
How to reactivate an inactive user
If a user account has been made inactive, the user will no longer be able to log in. However, the account will remain in the User List.
If the user needs access again, you can reactivate their existing account.
1: Locate the user
Search for the user in the User List.
2: Reactivate the account
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Click the pencil icon in the Actions column to open the user's profile.
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In the Status field, change Inactive to Active.
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Select Save Changes.
Step 3: Review their facility access
After reactivating the user:
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Click the lock icon in the Actions column.
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Confirm the user still has the correct facility access.
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Add or remove facilities as required.
Troubleshooting
User doesn’t appear when searching their ID
If a user does not appear in the User Name dropdown when creating a new user, they may already have an existing account.
Step 1: Check the User List
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Close the Create New User form.
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In User Management, search for the user’s ID or name in the User List search bar.
If the user appears but their status is inactive, follow the instructions in the Reactivate an Inactive User section above.
Step 2: Check the Deleted Users List
If the user does not appear in the User List, their account may have been previously deleted.
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Select Deleted Users in the top-right corner of the User List.
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Search for the user’s name or ID in the Deleted Users list.
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If the user appears, click the clock icon in the Reinstate User column.
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A confirmation popup will appear - select Restore.
The user will then be reinstated and returned to the active/inactive user list with an active account.