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🧑‍🤝‍🧑 Hippo Recaller Roles & Permissions

Overview of Hippo Recaller user roles, permissions, and how to request new users be added by the Hippo team.

Hippo is designed to support teamwork, but different users have different levels of access. This ensures your recall process runs smoothly, without accidental changes to critical settings.


🦸 Super Users

Who they are:
Usually practice managers, team leads, or whoever oversees your recall process.

What they can do:

  • Set up and manage Recall Campaigns (automated messages)

  • Choose how patients are contacted (text, email, WhatsApp, NHS App)

  • Decide how often messages go out and when to stop them

  • Adjust campaign settings (e.g. buffer times, message volumes)

  • View Practice Analytics to track recall performance

  • Support the team with setup, training, and troubleshooting


👩 Standard Users

Who they are:
The team members responsible for manual recalls — following up with patients who haven’t responded to automated invites.

What they can do:

  • Work through the Recall List

  • Call patients and log outcomes (e.g. “Booked”, “Declined”, “No response”)

  • Check what care a patient needs before booking them in

  • Flag issues like incorrect contact details or out-of-area patients

  • View their own daily recall stats at the top of the Recall List

💬 No settings access: Standard users can’t change campaign settings or configurations — that’s reserved for Super Users.


🛠 Adding New Users

  1. Click on your initial at the top right of the screen

  2. Click on User Management

  3. 'Invite Someone' will ask for the user's email address (NHS email only - nhs.net, nhs.uk, nhs.scot)


🧠 Quick Summary

Role

What they do

Super Users

Set up campaigns, manage recall settings, monitor analytics

Standard Users

Call patients, log outcomes


If you’re unsure who should have Super User access in your team, email [email protected] and we’ll help you decide.

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