Org. Management

Use Org. Management to manage your sites and users. Set and adjust opening hours, set custom dates/times for each site, reset passwords and assign your users to branches and more.

To access Org. Management, select Org. Management from the left-nav.

Getting started with Org. Management

Get started with Org. Management by reading our Frequently Asked Questions and Getting to Know articles.

Org. Management videos

Check out our most watched Org. Management video playlist to learn more about the Org. Management module.

Org. Management FAQs

Here are some of our most frequently asked questions about Org. Management.

Get to know Org. Management

Use Org. Management to manage your sites and users.

Org. Management

Sites

Use the Sites tab to add and invite users, manage devices, site wholesalers and set up/edit site opening hours.

Adding and inviting users

To access Apotec CRM users will need to be invited and or added.

Managing site users

Edit users within the Site Users window.

Editing site opening hours

Record and edit your pharmacy's opening hours and days.

Managing site wholesalers

Functionality coming soon.

Managing devices

Manage devices within your pharmacy.

Editing sites

You can make changes to your sites within the Edit Site window.

Users

RBAC permissions

View your users' permissions based on their roles within your organisation.

Updating user permissions

Update your users' Role and Access Type within a branch or throughout the organisation.

Managing user access to branches

Invite and associate your current users to additional branches within your organisation.

Removing users

If a user is no longer active, you can remove them from the organisation.

Editing user details

Learn how to update your user's details.

Locking and unlocking user access

If required you can temporarily lock a user's access to all associated branches.

Resending invites

If an invite link has expired you are able to resend another.