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 user's job responsibilities. A user can be assigned multiple roles across an environment. After selecting the role(s), you will be prompted to select a Primary Role. This is the role that will display on the user's profile in Care.

Policies: Policies are created to define data access restrictions. They allow you to segment data for patients and records based on several criteria.

Region: This field allows you to assign a user to a specific region of a geographic service area for management purposes.

Territories: This field allows you to assign a user to a specific territory within a region.

Once all of your selections have been made, click Save Changes. This action will apply all of the access permissions you have set for that User on that Environment.

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Related Topics

• Setting up Welkin Users – user management overview

• New Users: Add, Delete, Modify – user lifecycle

• Granting User Access for Designer Portal – Designer access

• Roles – user roles overview

• Security Policies – access control

• Defining Regions and Territories – region/territory configuration