Knowledge Base
Designer
How To
Features Overview
- Designer: User Access
- DocuSign: Feature Overview in Designer
- Enable Patient Delete
- Brand Terminology: Flexibility
- Designer Overview
- Forms: Conditional Logic
- Programs and Phases
- Communication Templates
- Webhooks
- Notifications and Alerts
- Automations
- Presentation: Customized Layouts and Action Bar
- Data Views
- Dictionaries
- Custom Data Types
- Change Summary and Version History
- eRx: DrFirst Overview
Designer: User Access
Designer Access
The Designer portal is where the build for the CDTs, corresponding patient fields, and menus seen within the Care portal takes place.
Note: Anyone with access to Designer will have the ability to modify and/or delete a configuration. All users with access to the portal have full access to all capabilities. There is not a way to limit access in Designer.
Access to Designer is given within the Admin portal of the Welkin system.
- Log into Admin
- Click on ‘Users’ in the left vertical menu
- Click on the username needing access to Designer
- Toggle the button to the right that is located under ‘Designer’ in the “Accesses, Policies, Roles, Territories” box for the environment(s) the user needs Designer access for
The enabled Designer environment will appear as an option on the ‘Select Environment’ screen the next time the user tries logging in to Designer 
More Questions?
If you have any questions regarding Designer please visit the Welkin Health Knowledge Base or contact your Implementation Manager or CSM for more information.