Provide Access to Users

Once you have assigned a license to your User or API, you need to assign permission to an Environment and any applicable Roles, Regions, and other elements.  To begin, click on the “Users” item in the Admin menu, and select a User name.

From within the User, you can see a section labeled “Accesses, Policies, Roles, Territories”.  This should show you a row for each Environment you have created.

Each row has a toggle for “Care” and “Designer”.  If you have already provisioned access to one of the Environments, the toggle will be illuminated orange.

Use the toggles to provide access to the Environment(s) or your choice, both for the Care portal and the Designer portal.  After this, click on the edit button on the far right of the row to continue.

Clicking will open a drawer on the right with a number of options.  Those include:

• Roles
• Primary Role
• Policies
• Region
• Territories

Roles: Roles are created in Designer to align with the type of work a user will be doing in Care.  Choose the role or roles that best fit your user.

Primary Role:  Users can be assigned multiple roles and can navigate between them to complete different tasks in Care.  Here you will assign the role that your user should default to.

Policies: Policies are assigned to Roles in Designer, so by assigning a Role, your user will have the correct access.  It is not necessary to assign a policy in Admin if your roles have the appropriate permissions.  However, there may be times where you would like to provision more access to a user than the assigned role will provide.  In this case, you can also assign a policy that is more permissive to give them additional access.  

Region:  Regions are created in Designer as a means to segregate patients and the users who have access to those patients.  Assign the Region(s) to match the group of patients your user should have access to.  Regions can consist of one or many Territories for further segregation.

Territories:  Territories are used as a second level of alignment between users and patients they will have access to.  Assign the Territories to match the group of patients your user should have access to.

More Questions?

If you have any questions, please visit the Welkin Health Knowledge-Base or contact your Implementation/CSM for more information.