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Invite & manage your organization's team
Invite & manage your organization's team

Follow-up on team members & assign the right role

Sanne Willekens avatar
Written by Sanne Willekens
Updated over 4 months ago

Roles & Permissions

The Awell Platform provides two distinct roles which you can assign to a team member within your organization, each with different permissions. Decide, when inviting a user to your organization, whether they should have Default or Admin access.

  • Default role:

    • user has access to Awell Studio to create, edit and delete care flows

    • user has access to Awell Care to create, edit and delete patients and start up care flows

  • Admin role:

    • user has access to Awell Studio to create, edit and delete care flows

    • user has access to Awell Care to create, edit and delete patients and start up care flows

    • user has access to the ⚙️ Settings menu of the Awell Platform and can change

      • organization settings: organization name & logo, Hosted Pages branding, Identifier systems, Incoming webhooks

      • team members: invite, edit and delete team members

Invite a new team member

As an Admin, you can invite new team members, by following these steps:

  1. Navigate to the Home space in the app switcher

  2. Select the ⚙️ Settings menu on your left-hand side

  3. Switch to the 'Team' tab

    1. Click the 'Add team member' button

    2. Fill out the team members personal details and select the right role (note: by default the "Default" role is pre-selected)

    3. Hit 'Send invite'

Manage existing team members

As an Admin, once a team member has been invited to the Awell Platform, you can perform the following actions:

  • Resend a team member's invite through email, in case the original email got lost or the invitation has expired

  • Delete the user profile, in case the team member is no longer part of your org or doesn't require access

  • Switch roles from Default to Admin and vice versa, dependent on the needs of your individual team members

👀 tip: tired of juggling authentication methods and looking to streamline Awell access through your own identity provider? Check out our Single Sign-On (SSO) Integration and reach out to us if you think it's the right next step for your organization!


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