Knowledge Base
Admin
Integration Setup
Features Overview
How To
- Data Retrieval
- Communication Center: How to turn on your communication methods
- Docusign: Go Live Process
- DocuSign: Creating Templates
- SSO Setup
- Provisioning API Client
- User provisioning: API
- Changing user's email
- Read or Audit Data
- Reset User Passwords
- Provide Access to Users
- New Users: Add, Delete, Modify
- Google SSO Setup
- Assign Seats and Licenses to New Users
Users
Admin: Feature Overview – Users
Admin is a tool used to to configure the Welkin environments. This includes configuring users and their access. The following is a list of functions an administrator has to setup Welkin users:
- New Users: Add, Delete, Modify: Assigning Security Policies and Roles; Assigning Regions and Territories; Giving access to Care, Designer, and Admin for each Environment
- Reset User Passwords
- Changing user’s email address
- Assign Seats and Licenses to New Users
- SSO Setup:
- Setup Two-Factor Authentication
- Configure User Attributes
- Configure security settings: How often users’ tokens are reauthenticated; Timeframe before a Welkin session terminates due to inactivity; Password requirements
More Questions?
If you have any questions, please visit the Welkin Health Knowledge-Base or contact your Implementation/CSM for more information.