Roles
Overview
Roles in Welkin define what a care team member can see and do within the Care Portal. Each user is assigned one or more roles by an administrator, and roles control access to patients, features, and functionality.
What Roles Control
Roles determine:
Which sections of the Care Portal a user can access (e.g., calendar, messages, documents)
What actions a user can perform (e.g., create encounters, send messages, view assessments)
Which patient records a user can see (optionally scoped by care team assignment or region)
Whether a user can view sensitive data such as financial information or clinical notes
Common Role Types
Organizations typically configure roles such as:
Care Coordinator – manages patient enrollment, scheduling, and communication
Clinician / Provider – conducts encounters, prescribes medications, completes clinical assessments
Care Manager – oversees a panel of patients, monitors progress and outcomes
Supervisor / Manager – reviews team workloads and performance, may have read-only access to all patients
Admin – full access to configure the portal; typically not a patient-facing role
How Roles Are Assigned
Roles are assigned by your Welkin Administrator in the Admin Portal. If you need a different role or additional access, contact your administrator.
Seeing Your Role
To view your current role:
Click your profile icon in the top right corner
Select User Profile or My Settings
Your assigned role(s) are listed under your account details
For instructions on creating and configuring roles, see How to Create and Configure Roles.
Related Topics
How to Create and Configure Roles – detailed role configuration guide
Security Policies – attribute-based access control in Admin
Configuring Security Policies – security policy setup in Designer
Patient Care Teams – assigning team members to patients
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