User Roles and Permissions

This guide provides a detailed overview of the different user roles available in CarePortals and their standard permissions. User roles and their permissions are managed within the CRM Portal and determine which portals and features a team member can access.

Each role comes with a default set of permissions, but access can be customized. The CarePortals team can tailor user roles and permissions for each telehealth brand to fit its specific operational needs.

Standard User Roles

The following are the standard user roles and their typical access levels across the CarePortals platform.

Role	Portal Access	Key Permissions & Responsibilities
Owner	Full access to both CRM and EMR Portals.	The Owner has the highest level of administrative rights and can access all features. An Owner account cannot be removed by an Admin.
Admin	Full access to both CRM and EMR Portals.	The Admin role has access to all configuration and operational features. They manage the overall platform setup and can add or remove other users.
Marketing	Access to the CRM Portal only.	This role is designed for team members who manage marketing campaigns, leads, products, and workflows. They do not have access to patient health information in the EMR Portal.
Health Provider	Access to the EMR Portal only.	This role is for in-house physicians and medical staff who manage patient care. Their access is restricted to only the patients assigned to them to ensure patient privacy and law compliance.
Pharmacy	Limited access to the EMR Portal.	This role is for fulfillment partners. Their access is typically limited to Patients, Orders, and Prescriptions to manage the fulfillment process. They do not have access to features like Subscriptions or Consultations.
Developer	API Access	This role is typically used for API access.

Combining Roles

It is possible for a single user to have multiple roles assigned to them. For example, one of the default user roles available in CarePortals is the 'Pharmacy/Admin' role, which combines the permissions of both a Pharmacy user and an Admin. This allows for flexible permission setups tailored to the responsibilities of each team member.

Next Steps

Now that you understand the different user roles, the next step is to start building your team and set up your brand:

How to Manage Team Members’ Access: Follow step-by-step instructions to invite new users, edit their roles, and remove them from your organization.
A Tour of the CRM Portal: Familiarize yourself with the main dashboards, actions, and features available to you in the CRM Portal.