How do I add, amend, or deactivate a participant’s Compass account?

External link: How do I add, amend, or deactivate a participant's Compass account?

Users with the correct access roles can add, amend, or deactivate a participant on a Provider or a Commissioner record on Compass.

Read more information about Compass user roles.

Provider record

To add a new participant:

1. Open Provider and User Update in the ‘Provider’ folder.
2. Search using your Provider ID.
3. Select Edit.
4. Select Participants.
5. Select Create.

If the participant is a clinician or has a participant ID, enter their number in the ‘Participant ID’ box.

If you’re creating a new participant or do not know their participant ID, select the green plus.

Enter their details and select ‘Search’.

The system will check to see if the participant already has a record. If no results are shown, you can create a new participant ID by completing all the mandatory fields and selecting ‘Save’.

Once the Participant ID or Personal ID has been added to the record, enter their email address and job title.

If you want the participant to have access to your Provider record on Compass:

1. Select System User.
2. Use the Role drop-down to select the level of access they'll have.
3. Select Add.
4. Select Save to add the participant to your record.

If you’ve given them access to Compass, they’ll receive an activation link by email to activate their account.

Amending or deactivating a participant

1. Go to the Provider folder in the Homepage menu.
2. Select Provider and User Update.
3. Select Edit in the ‘Action’ column of the Provider ID.
4. Select the Participants tab.
5. Select Edit next to the participant.

Amending

1. Make the amendments needed.
2. Return to the Participants tab.
3. Select Save.

Deactivating

1. Remove the tick from the ‘System user’ box to remove their access to this provider ID on Compass.
2. Return to the Participants tab.
3. Use the drop-down arrow next to Edit.
4. Select Deactivate.

Commissioner record

To add a new participant:

1. Select Commissioner Update in the ‘Commissioner’ folder.
2. Select Edit next to the correct health body.
3. Select Participants.
4. Select Create.

If the participant already has a participant ID, enter their number in the ‘Participant ID’ box.

Select if they’re a primary contact for this health body and select the ‘System User’ box if you would like them to have access to this health body on Compass. Use the ‘Role’ drop-down box to select the level of access they'll have.

If the user is responsible for the contracts held by the Provider ID, tick the 'Responsible dentist' box.

If you’re creating a new participant or do not know their participant ID, select the green plus.

Enter their details and select ‘Search’.

The system will check to see if the participant already has a record.

If no results are shown, you can create a new participant ID:

1. Complete all the mandatory fields.
2. Select Save.
3. Select Add.
4. Select Save to add the participant to your record.

If you’ve given them access to Compass, they’ll receive an activation link by email to activate their account. 

Amending or deactivating a participant

1. Go to the Commissioner folder in the Homepage menu.
2. Select Commissioner Update.
3. Select Edit in the ‘Action’ column of the Commissioner record.
4. Select the Participants tab.
5. Select Edit next to the participant.

Amending

1. Make the amendments needed.
2. Return to the Participants tab.
3. Select Save. 

Deactivating

1. Remove the tick from the ‘System user’ box to remove their access to this Commissioner on Compass.
2. Return to the Participants tab.
3. Use the drop-down arrow next to Edit.
4. Select Deactivate.