# 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:

1. Click your profile icon in the top right corner
2. Select **User Profile** or **My Settings**
3. Your assigned role(s) are listed under your account details

For instructions on creating and configuring roles, see [How to Create and Configure Roles](/care/getting-started/how-to-create-roles.md).

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## Related Topics

* [How to Create and Configure Roles](/care/getting-started/how-to-create-roles.md) – detailed role configuration guide
* [Security Policies](https://welkin-health-1.gitbook.io/welkin-health-docs/admin/security-policies) – attribute-based access control in Admin
* [Configuring Security Policies](https://welkin-health-1.gitbook.io/welkin-health-docs/designer/configuring-security-policies) – security policy setup in Designer
* [Patient Care Teams](/care/patients/patient-care-teams.md) – assigning team members to patients


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