Access Manager

Feature Page

Feature: Access Manager v1.0

URL: /features/access-manager

1. Page Goal

Position Access Manager as the control centre for who can access Primoro, what they can see, and when — across staff apps, in‑practice tablets, and the web portal.

This page should clearly communicate that Access Manager:

• Removes shared logins and access shortcuts
• Makes onboarding, off‑boarding, and locum access simple and safe
• Gives practices confidence over access, audit, and compliance
• Scales cleanly from single practices to multi‑site and group operators

2. Hero Section

Headline

Access Manager — control access without slowing teams down

Sub‑headline

Manage who can access Primoro across people, roles, sites, and devices — with instant control and full visibility.

Supporting Line

Right access. Right time. No shared logins.

Primary CTAs

• Request a demo
• Explore Primoro CORE

3. What Access Manager Is

Access Manager is Primoro’s built‑in identity and access layer.

It ensures that every person accessing the platform:

• Has their own named account
• Only sees what they are permitted to see
• Loses access immediately when they no longer need it

Access Manager works quietly in the background, giving practices confidence and control without adding complexity for teams.

4. The Problem It Solves

In most practices, access risk comes from everyday realities:

• Shared or generic logins
• Slow or incomplete off‑boarding
• Locums needing short‑notice access
• Staff retaining permissions they no longer need

These gaps create security risk and inspection pressure.

Access Manager removes these issues by making access individual, role‑based, and time‑aware by default.

5. Core Capabilities (Included in CORE)

5.1 Individual, Role‑Based Access

• Every staff member has a named login
• Access assigned by role (clinician, nurse, reception, manager)
• Permissions apply consistently across web, staff app, and tablets
• No shared or anonymous accounts

5.2 Secure Sign‑In Options

Primoro supports flexible and secure authentication:

• Single Sign‑On with Microsoft or Google (where used)
• Secure Primoro sign‑in where corporate accounts aren’t available
• Optional multi‑factor authentication and biometrics (where supported)

Strong security — without forcing enterprise IT complexity.

5.3 Joiners, Movers & Leavers

Designed for real‑world staffing change:

• Grant access quickly for new starters
• Adjust permissions as roles change
• Remove access instantly when someone leaves

No delays. No forgotten accounts.

5.4 Locum & Temporary Staff Access

• Pre‑registration via secure link or SMS
• Just‑in‑time access governed by role and rota
• Automatic expiry when shifts end

Locums get safe, time‑limited access — nothing more.

5.5 Context‑Aware Controls

Where appropriate, access can be limited by:

• Day or time window
• Rota assignment
• Location or trusted network

Reducing exposure without disrupting workflows.

6. Access Across Devices

Access Manager works alongside Primoro’s mobile security layer to support:

• Personal staff phones
• Shared clinic tablets
• Desktop and web access

Roles and permissions remain consistent, while device‑level protections keep data safe.

7. Audit & Visibility

Every access decision is logged:

• Sign‑ins and sign‑outs
• Permission changes
• Access removal

Giving practices clear visibility for governance, inspections, and internal review.

8. How It Fits Within Primoro

Access Manager underpins the platform:

• Staff App Mode — personal, role‑based access
• In‑Practice Tablets — secure shared device use
• Document Hub — controlled document visibility
• AI Assistant — guidance only within permitted access

Security is consistent everywhere — without friction.

9. What This Means for Practices

• No shared logins or shortcuts
• Faster onboarding and off‑boarding
• Reduced risk from staff movement and locum use
• Cleaner audits and inspections
• Confidence the right people have the right access

10. FAQs

Do we need IT support to manage access?

No. Access Manager is designed for practice managers and operators to use directly.

Can access be removed instantly?

Yes. Access can be revoked immediately across all devices.

Does this work for multi‑site groups?

Yes. Access can be managed centrally while respecting site‑level roles.

Is Access Manager included in CORE?

Yes. Core identity and access controls are included with Primoro CORE.

11. Cross‑Links & CTAs

• Security & Privacy
• Staff App Mode
• Document Hub

Final CTA: Give the right access — and keep control.