> For the complete documentation index, see [llms.txt](https://docs.welkinhealth.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.welkinhealth.com/getting-started/inviting-users-and-roles.md).

# Inviting users and defining roles

This page provides an overview of user management in Welkin. Detailed step-by-step instructions are in the Administration section (accessible from the left sidebar).

## How user access works

In Welkin, every person who logs in is a **User** assigned one or more **Roles**. Roles control:

* Which patients the user can view (only their assigned patients, or all patients)
* Which features and modules they can access
* What actions they can take (view, edit, or full access per feature)
* Which regions they can access

Getting roles right before inviting users is important – it avoids having to retroactively adjust permissions for everyone.

## Getting started with users

Follow these guides in order:

1. **Define your roles** – Before adding anyone, design the role structure for your organization. See [Setting up Welkin Users](https://docs.welkinhealth.com/admin/users).
2. **Add users** – Invite team members and assign them roles. See [Add, Delete, Modify Users](https://docs.welkinhealth.com/admin/add-new-users).
3. **Grant Designer access** – If any users need to configure the Designer portal, see [Granting Designer Portal Access](https://docs.welkinhealth.com/admin/designer-user-access).
4. **Assign seats and licenses** – See [Assigning Seats and Licenses](https://docs.welkinhealth.com/admin/assign-seats-and-licenses-to-new-users).

## Common role structure

Most organizations create at minimum:

| Role            | Typical access                             |
| --------------- | ------------------------------------------ |
| Care Manager    | Own patients only; full Care portal access |
| Care Supervisor | All patients in region; no Admin           |
| Administrator   | Full Admin configuration access            |

Adjust these to match your care team structure. For detailed role configuration, see the Administration section in the left sidebar.


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