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Create and Archive Admin Accounts

Create and Archive Admin Accounts. For Administration Teams (Deanery regional teams, Primary and Secondary Care). To Create a new Admin Account. Check to ensure the user is not already on SOAR Search email and spelling of surname Once assured user is NOT on SOAR: Create the new user account

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Create and Archive Admin Accounts

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  1. Create and Archive Admin Accounts For Administration Teams (Deanery regional teams, Primary and Secondary Care)

  2. To Create a new Admin Account • Check to ensure the user is not already on SOAR • Search email and spelling of surname • Once assured user is NOT on SOAR: • Create the new user account • Fill out the General Details for the new user • Assign the user a dummy 7 digit GMC Number – for example AB12345 • Allocate a new login name and password • Add the user’s role • Re-enter the password (to trigger an email to the user)

  3. Click on “New User” when logged in as administrator

  4. Insert a new unique login name for the user • Give the user a password • Confirm the password • Password must be at least 8 characters long and include a number • Leave the “Security Questions” blank. The new user will add this information once logged in • Click “Save” • If the login name inserted is already in use you will be prompted to change it • Enter a dummy 7 digit GMC number • Enter the new user’s name • Enter the user’s email address • Fill out the rest of the General Details as appropriate

  5. When saved, a new “Roles” tab will appear - click on this • Select the user’s Role from the drop-down menu • Select the user’s Health Board from the drop-down menu • Click the “Add New Role” button • Click “Save” • Return to the “Details” tab

  6. Re-enter the password • Confirm the password again • Click “Save” • This triggers an email to the user informing them of their login details

  7. Archiving Admin Accounts • When an administrator no longer requires access to SOAR (e.g. leaves their post), their individual admin account needs to be archived. • To archive an Admin Account: • Find the user on SOAR • Click on “Roles” tab • Click “Remove” to delete all user roles • Click “Save” • Click the button to change account from “Live” to “Archived” • Click “Save” again to retain changes

  8. User Search • Find user and click on their name • From User Details, click on the “Roles” tab

  9. First, the user’s Roles need to be removed by clicking “Remove” • Click “OK” when popup box appears • Click “Save” • Account can now be archived • Click “Save” again to store changes

  10. Further support • Medical Appraisal Scotland website: • www.appraisal.nes.scot.nhs.uk • Resources, FAQ and other useful sections • Local Administration teams: • Contact details on Medical Appraisal Scotland • SOAR Helpdesk • Black “Help” box on right when logged into SOAR; • or SOAR@nes.scot.nhs.uk • Due to capacity issues we are unable to offer telephone support • You can request a call back via the Helpdesk – but we need detailed descriptions of the issue(s)

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