HomeSettingsRolesAssign roles to existing users
NPHIES polled 3 min agoSources healthy Search

Assign roles to existing users

Before the new roles go live, every existing user gets one. Review the proposal, then apply it.

Wireframe state
Users
17
all with a role after go-live
Mapped directly
13
one old role, one new role
Needs a choice
2
finance is now A/R or A/P
Read only kept
2
old viewer becomes Viewer

Safe default for users with no match

Nobody is locked out, and nobody gets more access than they had. You can change anyone afterwards.
Administrator guard. Hadeel Al-Qahtani stays Administrator. At least one active administrator is required, so a batch that would remove the last one is refused.

Proposed roles

User Today New role Why
Hadeel Al-Qahtani admin MappedDirect match
Layla Al-Harbi provider MappedDirect match
Sami Al-Ghamdi operations MappedDirect match
Omar Al-Zahrani preauth MappedDirect match
Maha Al-Mutairi clinical MappedDirect match
Reem Al-Otaibi billing MappedDirect match
Faisal Al-Dosari finance Needs your choiceFinance maps to two roles, pick one
Noura Al-Shehri finance Needs your choiceFinance maps to two roles, pick one
Dalal Al-Rashid viewer (old) Read only keptRead only stays read only
2 users have no matching role. Nobody mapped these 2 users, so they get Viewer, the safe default. They can look but never create, change or send. Review them, then change anyone who needs more.
Users
17
all with a role after go-live
Mapped directly
11
one old role, one new role
Needs a choice
2
finance is now A/R or A/P
Nobody mapped
2
they get Viewer

Users nobody mapped

User Today New role Why
Yousef Al-FahadFacility A support Safe default
Amal Al-KhalidiFacility B trainee Safe default

Why Viewer

The old portal had no role without access, so a user with an unknown role would otherwise land on Receptionist and gain the right to create eligibility checks. Viewer keeps them read only until you decide.

Roles applied. 17 users now have a role. Nobody was locked out.

What happened

Roles assigned Today 09:14

17 users, 13 mapped directly, 2 chosen by you, 2 old viewers kept read only.

Written to the audit log Today 09:14

Batch MIG-2026-0007, one entry per user with the old and new role.

Changed your mind?

The whole batch can be undone. Every user goes back to their old portal role.

Roles applied. 17 users now have a role. Nobody was locked out.

Undo batch MIG-2026-0007?

All 17 users go back to their old portal role. Nobody is locked out while this runs. Both the batch and the undo stay in the audit log.

Administrator guard. If undoing would leave no active administrator, it is refused.
Batch MIG-2026-0007 undone. All 17 users are back on their old portal role.
Roles applied to 17 users. One audit entry per user.
Scope set to All facilities. In the live portal the counts and lists on this page follow it.
Scope set to Facility A. In the live portal the counts and lists on this page follow it.
Scope set to Facility B. In the live portal the counts and lists on this page follow it.
Scope set to Facility C. In the live portal the counts and lists on this page follow it.