Accepting Apotec CRM invitations

Accepting invitations to join Apotec CRM

You must be invited to join Apotec CRM before you are able to use the application. An invitation will be sent to you by email, either by a member of the Apotec team, or by the organisation you work for.

Tip

We recommend using Apotec CRM on a Chrome browser for the best experience but we also support Firefox and Edge.

Note

Users with a Pharmacist role will be required to add their GPhC number prior to accepting an invitation if it has not already been completed.

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1. To begin, open the invitation to join Apotec CRM email. This email will contain your unique username and password.
2. Select the link in the email - https://apoteccrm.com/ - to open Apotec CRM. The Apotec CRM Sign In page displays.

3. Enter your Username and temporary Password in the required fields, and select the [Login] button.

4. As a new user, you are required to change your password. Use the Password and Confirm Password fields to enter a new password and select the [Change Password] button.

5. Apotec CRM opens on your user account page, which displays the below information:

Field	Description
Personal Details	Your profile information is displayed as provided during your account creation. You can edit the details using the [Edit - F3] button, and save any subsequent changes using the [Save - F3] button.
Pending Invitations	This grid displays a list of all your pending organisation/branch invitations. You can select one or more Sites from the grid and use the [Accept - F4] button to accept the invitations, or the [Reject - F6] button to reject them.
Associated Organisations & Sites	Once you have accepted an organisation/branch invitation, the Site will be displayed in this grid with details including the Site Contact and your Role and Access Type at the site.

Note

[Activate MFA - F2] button functionality coming soon.

Responding to organisation/branch invitations

Once you have an Apotec CRM account you can be invited to work at any organisation/branch using Apotec CRM. You will receive an email from the organisation when you have been invited.

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1. To begin, select the [Respond to Invite] button from the invitation email.
2. The Apotec CRM Sign In page displays. Enter your Username and Password in the required fields, and select the [Login] button.
3. Your user account page displays. Your Pending Invitations display in the grid.

4. Select one or more of the Sites from the grid.

5. From here, you can:
   • Use the [Accept - F4] button to accept the invitation(s). Once you have accepted an invitation, the Site will display in the Associated Organisations & Sites grid.
   • Use the [Reject - F6] button to reject the invitation(s)