Employee & User Account Management
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User Roles in Welbi

Welbi offers five sets of role-based permissions, allowing you to align each user's access level with their role and responsibilities within your community.

Welbi users can be assigned one of the following roles, each of which has it's own level of access within the platform:

  • Volunteer: This role was designed for volunteers, contractors, students, or other individuals who require Welbi access solely to assist with running programs and logging attendance.
  • Team Member: This role was designed for team members  who require Welbi access to assist with running programs, log attendance, and assist with the entry of resident information (e.g., profiles and assessments), but who are not involved in program planning or calendar creation.  
  • Team Member - Enhanced: This role was designed for team members who require access to all areas of the Welbi platform, but who are not involved in configuring the community's Welbi settings.
  • Welbi Admin: This role was designed for team members who require access to all areas of the Welbi platform, including the configuration of the community's Welbi settings (where applicable based on company level settings). 
  • View-only: This role was designed for anyone within the organization who requires view access to all areas of the Welbi platform (e.g., analysts, team members from other departments, etc), but who should not have the ability to make changes of any kind.

The tables below provides a detailed description of exactly what each role can and cannot do within Welbi. 

Features

* If feature is enabled at the company level

Settings & User Account Management

* Can invite users with a role equal to or lesser than their own (i.e., only Welbi Admins can invite another user to join as a Welbi Admin)