Not sure what the Smart Inbox is? Read our introduction article.

To manage users in the Smart Inbox, you will first need to submit your main practices contacts who will be given User Control. To submit your key users please head to this link: https://info.econsult.health/smart-inbox-upload-users.

Please note that only members of staff who can make legally binding decisions on behalf of the practice should be submitted to have user control.

We recommend submitting 4-5 contacts including your Practice Manager, Assistant Practice Manager, Business Manager, IT Manager, and/or Operations Manager.

We'll let you know once your main contacts have been given access to the Smart Inbox and the Settings Portal. They'll then be able to log into the Settings portal here and the Smart Inbox via this link here. Please see here for more information on logging into the Smart Inbox.

To login to the Settings Portal you will either need to use your NHS SSO credentials or use the email/password for your Smart Inbox account. If this is the first time accessing either the Smart Inbox or Settings portal and you don't have a nhs.net account then please use the Log in feature and forgot password option to create your account.

Once logged into the portal, they'll be able to add and delete other staff as Smart Inbox users. We recommend incorporating this process to your usual flow for when practice staff join or leave your practice.

To add a member of staff as a Smart Inbox user, simply click 'add new user' in the right hand corner of the Settings Portal.

You will then see the below pop-up box, which will prompt you to enter the user's full name and email address. Once entered, click Add user.

The user will now be added, and you will see them appear at the top of the user list.

If you log into the Settings Portal and have not been granted user control for your practice, you will not be able to add new users. If this is the case, you will see the below prompt to Contact your practice admin:

If you should have access to add/remove users then please head here for the steps

To delete a Smart Inbox user, simply click on the bin icon besides the user.

You will then see a pop-up to confirm that you are sure you want to delete this user. If you are sure you want to delete this user, simply click the blue Delete button.

The user will then be deleted and you will see them disappear from the user list.

If you have not been submitted to have user control for your practice, you will not be able to delete users. If this is the case, you will see the below prompt to Contact your practice admin.

If you have access to multiple practices within the Smart Inbox, you will be able to switch between the user lists for the different practices via the drop-down menu in the top left hand corner.

If you need to give a member of staff access to multiple practices, please get in touch with our support team via our live chat or at practice.support@econsult.health. Please provide their email address as well as the ODS codes for all practices they need access to.

To ensure there is always an administrative user, you are not able to delete yourself. If you do need to delete yourself, please ask another administrative user or contact our support team via our live chat or at practice.support@econsult.health.

If a user has access to multiple practice's or eHubs, you will not be able to delete them from your Smart Inbox. Please get in touch with our support team via our live chat or at practice.support@econsult.health and provide their email address and your practice ODS code or eHub name so that we can remove them for you.

At the moment, the feature for editing existing users is not available but we are working on releasing this soon! In order to edit users, please delete the user and re-add them with the necessary amendment to their name or email.

If you have any questions or you feel that this article could be improved, please feel free to give us some feedback by emailing us, pressing the emojis below or using the chat button on the bottom right-hand side of this page to speak to one of the eConsult team.