# How to Create and Configure Roles

## Overview

Roles in Welkin are created and managed in the Admin Portal. Each role is a named permission set that controls what users assigned to that role can access and do.

## Creating a Role

1. Log in to the **Admin Portal**
2. Navigate to **Users → Roles**
3. Click **+ Add Role**
4. Enter a **Role Name** (e.g., "Care Coordinator", "Clinician")
5. Optionally add a **Description** to explain the role's purpose
6. Click **Save**

## Configuring Role Permissions

After creating a role, configure its permissions:

1. Click the role name to open the role editor
2. Under **Permissions**, toggle on the sections and features this role should have access to:
   * **Patients** – view, create, edit, or delete patient records
   * **Encounters** – view, create, complete, or delete encounters
   * **Communications** – send/receive messages, calls, and SMS
   * **Documents** – upload, view, or manage patient documents
   * **Calendar** – view and edit calendar events
   * **Assessments** – view and complete forms and assessments
   * **Integrations** – access specific integrations such as eRx or DocuSign
3. Configure **Data Access** – optionally restrict the role to only see patients in their assigned care team or region
4. Click **Save**

## Assigning Roles to Users

1. Navigate to **Users** in the Admin Portal
2. Click the user to edit
3. Under **Role**, select the role(s) to assign
4. Save the user record

## Notes

* A user can have multiple roles; permissions are additive (the most permissive setting wins)
* Role changes take effect immediately when saved
* For Designer-level role controls (security policies), see [Security Policies (Admin)](https://github.com/welkincloud-io/welkin-docs/blob/master/kb/admin/security-policies.md)


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