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Invite & manage your organization's team

Follow-up on team members & assign the right role

Sanne Willekens avatar
Written by Sanne Willekens
Updated over 2 weeks ago

Invite a new team member

As an Org 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 email address

    3. Hit 'Send invite'

✏️ Note: A user’s email address cannot be changed after the profile is created. The email is used to uniquely identify the user, and changing it could cause inconsistencies. If an email address changes, delete and re-create the user profile.

Manage existing team members

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

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

  • Switch roles & permission dependent on the needs of your individual team members

Roles & Permissions

Awell uses roles to control what users can see and do within your organization. Users can have more than one role, and their access is based on the combined permissions of all their roles.

The tables below explains the permissions each role grants so you can assign your team the right access based on their responsibilities.


  • The Platform (user) role contains the default rights for every user in your org and cannot be removed.

  • Only Org Admins can manage Roles and Permissions of all team members.

Platform
(user)

Org admin

Create care flow forms

Edit shared forms

Create and edit care flows

Publish care flows

Set care flows live

Promote care flows

Manage integrations

Monitor care flows and integrations

Improve care flows

Manage org settings

View patient list

Edit patient data

View orchestrated care flows


  • Designer, Publisher and Releaser roles affect permissions in Awell Studio where care flow definitions are created & maintained

  • Operator (Care) and Operator (Limited) affect permissions in Awell Care where Patients are created, maintained and enrolled in your published care flows

Designer in Studio

Publisher in Studio

Releaser in Studio

Operator
(Care)

Operator
(limited)

Create care flow forms

Edit shared forms

Create and edit care flows

Publish care flows

Set care flows live

Promote care flows

Manage integrations

Monitor care flows and integrations

Improve care flows

Manage org settings

View patient list

Edit patient data

View orchestrated care flows

👀 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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