User Roles

The following user roles are available in the Universal Identity user interface and the Provider Identity user interface. These roles are created when you instance is configured.

To assign specific roles to your users, reach out to your Customer Success Representative. 

Patient Roles

User Type Description
Patient-Only Steward

Stewards have access to all tasks and identities through search.

For more information, see the following:

Patient-Only Manager Managers have access to everything Stewards do in addition to access to Patient Journey Insights.
Patient-Only Insights This role only includes access to Patient Journey Insights.

Provider Data Management Roles

User Type Description
Provider-Only Steward

Stewards have access to all tasks and identities through search.

For more information, see the following:

Provider-Only Manager Managers have access to everything Stewards do in addition to access to Provider Data Management Insights.
Provider-Only Insights This role only includes access to Provider Data Management Insights.