Adding members
Once you have selected the Owning Organisation, you can add members to the user policy. Users can be added by using the Add or Import option.
To add users by using Add :
1. Select Add
Users can only be assigned to one policy . A user will not appear in user search results if they belong to another policy.
2. Use the search box or Advanced Search to search for the user you would like to add to the policy
3. Tick the box to the left of the user’s name and click Select
To add members, you can use the same search criteria that is used throughout the NHSmail Portal to look up users. This includes their name or nhs.net email address
Adding members via Import
First download the MembersListSample.csv file and add the email address of the users in the Email address column before uploading the new CSV file.
To download the CSV file:
1. Click on Import
2. Click on MembersListSample.csv to download the sample file
Note: The format of the CSV file is a single column with “Email Address” as the header row.
3. Add the email address for each user to the MembersListSample.csv and save the file to your computer.
4. Click on Browse
5. When you have found the CSV file, select the file and click Open
6. Click on Upload
A message will be displayed to notify successful upload
Bulk upload of users will fail if one of the users in the CSV file belongs to another policy.
7. Select a License Type from the drop-down menu
8. Select the Applications these users will have access to
9. Once complete, select Create to finish setting up your new user policy. It will then be added to the User Policy List.
Note: For any queries about licence allocation, etc. please contact [email protected]
- Users can only be assigned to one policy.
- If you need to add a user who is part of an existing user policy to a new one, you must first remove them from the existing policy.
- A user will not appear in user search results if they belong to another policy.
- Users can only be added to a policy if they belong to the parent organisation (selected from the drop-down list).
- Bulk upload of users will fail if one of the users in the CSV file belongs to another policy.
- If an organisation is already enabled on Office 365, with a licence assigned to an existing user policy, adding new users to this policy automatically assigns the same applied licence settings to users.
- If your user policy contains settings for Office 365, you will only be able to add members to it if there are enough licences to assign to them. For example, if there are 20 licences you will only be able to add 20 users.
- User policy names are automatically prefixed with the Organisational Data Service (ODS) code of the organisation the user policy belongs to.
