User Profile

User Profiles

The User Profile contains quick access of the user’s account to change between environments, roles, and allows the user to logout.  

The User Profile can be accessed by clicking on the user’s initials in the upper right hand corner of Care. 

The ‘My Profile’ selection contains basic information; such as: 

• First and last name
• Email address
• Phone number
• Timezone
• Credentials (if applicable)
• Locale
• Display Language

The user can change this information at any time by modifying the information on screen and clicking ‘Save’.

Selecting ‘Roles & Territories’ in the left hand vertical menu of the user profile allows the user to view their assigned roles, which are determined by the organization and grant access to various functionality throughout Care.

This screen also allows the user to view the territories they have access to.  Territories are typically regional locations – but are defined by the organization.

Both Roles and Territories are set up in Designer – but assigned to each user in the Admin portal.  

The Change Environment option in the user profile drop down allows the user to select between environments – should the organization have more than one environment – and access has been configured for the user.  

The ‘Change Role’ selection in the user profile drop down allows the user to change their role once they have logged in – should they be configured for multiple roles by the organization. 

Log Out in the user profile menu will terminate the current session for the user.

More Questions?

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