Admin Portal Overview

Overview of the Welkin Admin Portal for environment management, user management, security settings, audit logs, API clients, integrations, and homepage setup.

The Welkin Admin Portal is your organization's central admin console. Use it for environment management, user management, security settings, audit logs, API clients, integrations, and homepage configuration.

The left navigation opens each Admin feature. The top-right icons link to Release Notes, Care, and Designer.

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Environment Management

Welkin environments are top-level containers for configuration and data. Most organizations use a Sandbox environment for testing and a Live environment for production. From Admin, you can create, edit, archive, and open each environment in Designer.

→ Environments

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User Management and Access

The Users section handles user management for care teams and admins. From here, you can add, modify, deactivate, and onboard users. You can also manage user profiles, license seats, SSO, 2FA, environments, roles, security policies, regions, and territories.

→ Setting up Welkin Users · Add, Delete, Modify Users · Provide Access to Users · Reset User Passwords · Changing User's Email · Assigning Seats and Licenses · User Announcements · Granting Designer Access

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Custom User Attributes

Custom User Attributes extend user profiles beyond Welkin defaults. Use them for fields like department, specialty, and NPI number. Both predefined and fully custom user attributes are supported.

→ Custom User Attributes

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Dictionaries and Reference Data

Dictionaries are organization-wide reference data sets. Use them for CPT codes, ICD codes, and other lookup values across assessments, CDTs, and automations.

→ Dictionaries

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Security Settings and Access Control

The Security Settings screen controls authentication, password policies, and access control. Configure password complexity, temporary password validity, PFA link expiration, Single Sign-On (SSO), and Two-Factor Authentication (2FA).

→ Configuring Two-Factor Authentication · Security Policies: Attribute Based Access Control

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Audit Logs and Compliance Monitoring

Admin provides four audit log views for security monitoring and compliance reporting:

• Security Audit — all user actions in Welkin (logins, data access, configuration changes)

• Data Audit — all CDT data changes across environments

• Phone Tree Audit — inbound call routing history

• Automation Audit — all automation executions, including status and results

→ Security Audit · Data Audit · Phone Tree Audit · Automation Audit

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Postponed Tasks and Automation Monitoring

The Postponed Tasks screen shows automation actions with a time delay. Use it to monitor delayed automations and troubleshoot tasks that did not fire as expected.

→ Postponed Tasks

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API Clients and User Provisioning

API Clients let external systems authenticate with the Welkin API. Each client has a Client Name and Secret Key. You can scope API access with roles and security policies for safer user provisioning and integrations.

→ Provisioning API Client · User Provisioning API

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Integrations and Communication Channels

The Integrations screen activates communication channels and third-party integrations. This includes Email, SMS, WhatsApp, Chat, Voice Calls, DocuSign, eRx (DrFirst), and organization-level webhooks.

→ How to Turn On Communication Methods · Webhooks (Admin)

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Homepage Setup

The homepage experience for care team members is enabled and configured per environment from Admin.

→ New Homepage Setup