🔐 These instructions require the System Administrator permission in SystmOne.
Open the Staff & Organisation Setup page by clicking Setup → Users & Policy → Staff & Organisation Setup in the menu bar.
Click the New Staff button.
In the Staff Registration dialog box enter the following:
GMC / NMC / RPSGB / GPhC / UUID → if your ODS code is A12345, you would type hero-user-A12345 into this box. Please check this carefully.
First name → Hero
Surname → User
You should get a warning about the user account not being found. This is okay, we are going to create a new account in the next steps.
In the Global Settings tab make the following changes:
National ID (in the Professional Details section): choose Local Person ID
User logon name (in the Logon Details section): if your ODS code is A12345 , you would type herouserA12345H0101. Pay special attention to the H0101 on the end, and there are NO hyphens like the previous step.
In the Local Settings tab make the following changes:
Employment role → choose Administrator
In the Local Access Rights tab add the following permissions:
Select Retrieve Patients ☑️
Select Saves Records ☑️
Select System Administrator ☑️ - Selecting this permission will automatically select other permissions, you can unselect these. This permission is needed so the integration can be approved on its first use.
Go back to the Global Settings tab:
Click the Password button.
Click the Continue button.
Write down the password for later and click Accept.
Finally click Ok to create the user.
⚠️ Please don't delete the 'Hero User' user or change their password as it will cause the IM1 integration to stop working.
