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  • What is Outcomes Star?
    • What is Outcomes Star?
    • The OS approach
    • Meet the Stars
    • How Stars are made
  • Who we work with
    • Who we work with
    • Children & Family
    • Housing & Work
    • Other Sectors
    • Funders & Commissioners
    • Practitioners & Managers
  • Using the Stars
    • Using the Stars
    • Outcomes Star Online
    • Working with Us
    • Training
    • Not based in UK or Ireland?
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  • What is Outcomes Star?
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  • What is Outcomes Star?
    • The OS approach
    • Meet the Stars
  • Who we work with
    • Children & Family
    • Housing & Work
    • Other Sectors
    • Funders & Commissioners
    • Practitioners & Managers
  • Using the Stars
    • Outcomes Star Online
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    • Not based in UK or Ireland?
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Categories

Training

  • Star Training Materials
  • Introduction to Outcomes Star Training
  • Introduction to the Licensed Trainer Route

OS Online

  • Choosing your Account Lead
  • Introduction to Assistant Account Leads
  • Introduction to Single Sign On
  • Managing Identifiable Information fields

OS Online Integration

  • Integrating OS Online with your Software System
  • API Setup Guide
  • API Endpoints
  • API Design Guidance
  • Exporting OS Online Data via API

Licences and Accounts

  • How to Manage Your Account

Procurement and Compliance

  • Procurement Toolkit
  • Knowledge Base
  • OS Online
  • Choosing your Account Lead

Choosing your Account Lead

What is an Account Lead? #

Account Lead is the role of main administrator for your organisation’s Star Online account. When you first purchase Outcomes Star licences, someone in your organisation needs to be named as the Account Lead for your account.

In addition to general administrative responsibilities, the Account Lead also undertakes responsibility for the data recorded within your account, so it’s important the right person is given the role.

Account Lead role for organisations using the Star Online system #

When you first start using the Star Online, the Account Lead will need to set the system up into the right configuration for your organisation. They will need to understand or be informed about how you want your teams, projects and work to be organised into ‘services’ on the Star Online as this will affect the reports you are able to create with Star data.

Only the Account Lead can:

  • Add services, view and edit services in your organisation’s account
  • Add workers and managers to these services and close worker and manager accounts, preventing users from logging in
  • Review and edit service user details, and access Star readings (including Star Notes) and action plans for all service users, which often contain sensitive information
  • Run all reports including reports at ‘Organisation’ (whole account) level
  • Delete any and all data without additional authorisation.

They are responsible for ensuring the account is managed in a way that meets the terms and conditions of the Star Online and crucially in line with your organisation’s own information governance and GDPR policies and legislation.

The Account Lead and their access to the Star Online must be covered by your organisation’s data protection policy and be trained in data protection best practice, as they can view, edit and delete any and all data entered by an organisation.

In addition, they form an important link between the helpdesk and the organisation’s users, e.g. your practitioners, managers and administrators. They are contacted when there is planned downtime, invited to contribute feedback on new features and passed critical troubleshooting information. They are responsible for passing this information on internally.

They can also provide an internal expert on the Star Online, providing support to users.

They will be the only person, in most instances, within the organisation who can carry out some critical features, such as deleting erroneous Stars, adding users and upgrading the account, setting up the account and running certain organisation-wide reports and closing or renewing the account.

Who should be Account Lead? #

A relatively senior or trusted administrator, co-ordinator, IT support, or data analyst who can:

  • Understand your organisation’s data protection policies and who is trusted to have access to all data on the Star Online
  • Have enough time and capacity to undertake initial set-up work, provide ongoing support to people using the Star Online system in your organisation and respond to requests from workers and managers to make changes to your account as needed
  • Bring some IT knowledge (although the system is designed to be intuitive and no specialist skills are needed)
  • Understand or be informed about how your organisation needs to use the Outcomes Star and to report on your Star data and therefore how the system needs to be set up initially

Next steps #

If you have any queries about the Account Lead role or further advice on how it might work best in your organisation, please contact us.

If you are not based in the UK, please contact the licensed Star service provider in your country – contact details can be found on our international page.

Any questions? Send us an email at [email protected]

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On this article

  • What is an Account Lead?
  • Account Lead role for organisations using the Star Online system
  • Who should be Account Lead?
  • Next steps

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  • Platf9rm, Tower Point, 44 North Road, Brighton, UK, BN1 1YR
  • [email protected]
  • +44 (0) 33 0133 4157
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Outcomes Star is the trading name of Triangle Consulting Social Enterprise Limited, company registration number 07039452