Users with the correct access roles can add a new participant to a Provider or a Commissioner record on Compass.
Read more information about Compass user roles.
Provider record
To add a new participant to a Provider, go to ‘Provider and User Update’ in the ‘Provider’ folder:
- Search using your Provider ID and click 'Edit'
- Select the 'Participants' tab
- Click 'Create'.
If the participant is a performer or has a participant ID, enter their number in the ‘Participant ID’ box.
If you’re creating a new participant or don’t 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 performer number has been added to the record, enter their email address and job title.
If you're a Commissioner and the user is responsible for the contracts held by the Provider ID, tick the 'Responsible dentist' box.
If you're a Commissioner and the user is responsible for the contracts held by the Provider ID, tick the 'Responsible dentist' box.
If you want the participant to have access to your Provider record on Compass, select the system user box. Use the ‘Role’ drop down box to select the level of access they will have.
Select ‘Add’ then ‘Save’ to add the participant to your record. If you’ve also given them access to Compass, they’ll receive an activation link by email to activate their account.
Commissioner record
To add a new participant to a commissioner record, select ‘Commissioner Update’ in the ‘Commissioner’ folder:
- Click 'Edit' next to the correct health body
- Select the 'Participants' tab
- Click ‘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 will have.
If you’re creating a new participant or don’t 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’.
Select ‘Add’ then ‘Save’ to add the participant to your record. If you’ve also given them access to Compass, they’ll receive an activation link by email to activate their account.