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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 a week 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 platform whether they should have Default or Admin access.

  • Default:

    • 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:

    • 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

      • the tenant settings: tenant name, tenant logo, Hosted Pages branding

      • the team members: invite, edit and delete team members

Invite a new team member

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

  1. Navigate to the 'Settings' menu

  2. Open the 'Team' tab

  3. Click the 'Add team member' button

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

Manage existing team members

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

  • Follow-up on team members through the "Team" tab

  • Manage your Roles & Permissions across team members

Follow-up on team members through the "Team" tab

You can manage the profiles of Invited members and Active members by:

  • If user is not yet active: Resend the invite through email, in case the original email got lost or the invitation has expired

  • If user is either active or invited: Delete the user profile

Manage your Roles across team members

  1. Navigate to the 'Roles and Permissions' tab of the Settings menu

  2. Select either of the two roles available in your organization - Admin or Default

  3. Add or delete members from the selected Group

    1. Add: Click "Add member to group" icon and then press the "+" icon to add the right invited/active member to the group

    2. Delete: press the trash icon

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