This week’s release is all about managing your clinician users. If you have access to the Admin area in RoundingWell, you’ll now be able to see and manage clinician users in your organization.
Add new clinician users
Update existing users
Restrict a clinician user’s access to RoundingWell
Adding a New Clinician User
When adding a new clinician user, you will specify their name, email address, access type, role, and groups.
Access Type: Setting a user to Manager enables them to access the Admin area, whereas setting a user to Employee enables them to only access the Workspace area.
Role: This is the user’s clinician function in your organization
Groups: Select which groups the clinician should be assigned to. You may choose one or more groups.
Clinician User State
You’ll also notice Status for the clinician user.
Pending: When the clinician hasn’t signed in or been assigned a role or been assigned a group
Active: When a clinician has signed in and has a role and a group
Once a user signs in and their state is Active, the user’s name and email fields are locked. To change their name or email you'll do that via your organization’s identity provider. That updated info will be synced automatically with RoundingWell.
Restricting a Clinician User
If you need to restrict a user’s access to RoundingWell, remove the user from all groups. If they attempt to sign in, they’ll be prevented from signing in.
When a user is removed from a group, any work they’re assigned to will be reassigned to their Role. For example: Jane Smith has the role of Nurse. When you remove her from Group B, any work (actions or flows) she owns will be reassigned to the role Nurse.