Quality Education for a Healthier Scotland

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:1. 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

2. Add the user’s role3. Re-enter the password (to trigger an email to the user)

• Click on “New User” when logged in as administrator

• 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

• 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

• 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

• Re-enter the password

• Confirm the password again

• Click “Save”• This triggers

an email to the user informing them of their login details

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:1. Find the user on SOAR2. Click on “Roles” tab3. Click “Remove” to delete all user roles 4. Click “Save”5. Click the button to change account from “Live” to

“Archived”6. Click “Save” again to retain changes

• User Search• Find user and click on

their name• From User Details,

click on the “Roles” tab

• 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

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)