Defining Member Section Roles

Modified on Fri, 17 May 2024 at 01:11 PM

This article defines the roles and permissions related to the Members section in the admin.

The Member section allows admins to manage member profiles and provides an overview of member experiences with with courses, communications, and other features in Engagement Rx, like goals, to-do's, and flows that the member has interacted with. 

Member management roles:

  • View Member
  • Manage Member

Both roles requires PHI and PII to be enabled, and of the two roles, Manage has a wider permission set.

Both the View and Manage roles can do the following in the admin:

  • View and search for members using keyfield data*
  • View member dashboard screen
  • View course details screen
  • View notification details screen
  • View data-feed details screen
  • View data-feed audit log

In addition to the list above, the Manage role can do the following:

  • Add a new member
  • Reset a course for a member
  • Retransmit data-feed events
  • Change the email status of a member
  • Resend emails to a member
  • Perform several functions in the staging environment—login as member, anonymize member, unlock the next session, fast forward to a specific segment within any session, and reset a session.

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