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Open Exeter user management cervical screening


This page will provide you with all the information you need about managing Open Exeter user accounts for your organisation.

Managing your Open Exeter account

Open Exeter users can self-serve when it comes to resetting your Open Exeter password or updating your email address. The guides below explain how. 

About Primary Users

Each organisation using Open Exeter should have a primary user, who manages user access for other members of staff, for example, a practice manager for a GP Surgery. 

The Primary User can add, amend and delete users and reset passwords. A Primary User is also known as a Primary Contact.

Organisations with a Primary User already set up find this to be the quickest and easiest way to manage access control, including password resets, and have two Primary User accounts to support this.

Check your Primary User

You can easily check if you are already the Primary User.

Click on the drop down menu under ‘Application’.

If you already have access to set up new users and to reset existing users' passwords, ‘Organisation Maintenance’ will be one of the applications listed.

Requesting a new Primary User

If you do not have the 'Organisation Maintenance' option under the 'Application' drop down menu, or your organisation does not yet have/needs a new or additional Primary User, you can download and complete the appropriate form below.

Please ensure the form is signed by an authorised signatory at the bottom of page 1, otherwise we are unable to process the request. Email your completed form to

Upon receipt of the completed form, we will validate the authorised signatory, and will then authorise your organisation's request for a Primary User. 

Additional guidance for GP Practices

Download and complete the form to request that a member of staff in a GP Practice to be set up as a Primary User.

This form must be signed by one of the following signatories:

  • Lead GP
  • GP Partner
  • Caldicott Guardian
  • Existing Primary Contact
  • Member of the Board of Directors

One of the above signatories needs to validate the application and to grant access for a Primary User to be set up. The Primary User can then in turn add/delete users within their GP practice, in Open Exeter.

Additional guidance for other organisations

To request a Primary User to be set up within your organisation (non-GP Practice), download and complete the form.

The form must be signed by one of the following signatories, in order to validate the request to create the Primary User:

  • Caldicott Guardian
  • Member of the Board of Directors
  • An existing Primary User within the organisation

Once the Primary User is created for your organisation, they can add/delete users in Open Exeter.

Email your completed form to

What if there is no available signatory?

If you have no-one available from the list of signatories to approve your application for a new Primary User, you should request a new Caldicott guardian via the link below.

Adding a new user

The Primary User for your organisation can create an account within Open Exeter for other members of staff.

The 'How to manage Organisation Maintenance' guide, which explains how to create a new user. 

Once the new user account is created, Open Exeter generates an email to PCSE, notifying us of the new user. We'll authorise the new user and issue them with a password.

Request additional permissions for an existing user

In order to request additional permissions for an existing user, an email needs to be sent to, by one of the following authorised signatories:

  • Lead GP
  • GP Partner
  • Caldicott Guardian
  • Member of the Board of Directors

The email must come from an NHS email address.

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