Privacy & Permissions
Role-based access that matches real operations - with privacy-aware visibility.
Control what organizations, specialists, affiliates, and internal admins can see and do, without turning the platform into an 'all-or-nothing' admin experience.
How it works
A streamlined process designed for efficiency and control
Define roles with specific action permissions and surface access per portal
Configure scope controls by organization, network/tenant, or relationship
Set visibility rules for identified vs anonymized patient reporting
Apply separation of duties for sensitive operations like payout approvals
Use audit-friendly visibility language with clear 'you don't have access' states
Core capabilities
Enterprise-grade features for complex operational needs
Organization Oversight
Limited views for program admins with aggregate insights, or expanded views for authorized roles where permitted.
Specialist Operations
Access limited to allocated patients and relationships, with profile and operational controls for their own account.
Affiliate Access
Performance reporting and payouts visibility without unnecessary patient identity exposure.
Platform Admin
Controlled 'break-glass' access with audit trails where applicable for platform-level operations.
Role-Based Access Control
RBAC for actions and surfaces, defining who can do what across the entire platform.
Scope Controls
Control access by org, by network/tenant, or by relationship for granular permission boundaries.
Visibility Rules
Configure identified vs anonymized patient reporting based on role requirements and privacy needs.
Privacy-Aware Reporting
Anonymize patient data where required while maintaining operational visibility and outcome tracking.
Separation of Duties
Require multiple roles or approvals for sensitive operations like payout approvals and data exports.
Audit-Friendly Language
Clear UI states for access boundaries with predictable permission messaging throughout the platform.
Scoped Data Views
Each role sees only the data slices they're authorized to access, preventing accidental exposure.
Built for scale and precision
Our advanced capabilities are designed for organizations that need granular control, sophisticated workflows, and enterprise-grade reliability.
Use cases
See how different organizations leverage this capability
Organization Portal Access
Control what org admins can see about specialists and customers with support for both limited and full access models.
Specialist Data Isolation
Ensure specialists only access the customers they're assigned to, with clear boundaries around their operational scope.
Affiliate Privacy Reporting
Attribution and payout visibility with privacy-aware reporting that doesn't expose unnecessary patient identity.
Multi-Tenant Separation
Maintain strict data boundaries between tenants while enabling cross-tenant operational views where authorized.
Compliance & Governance
Meet regulatory requirements with clear access patterns, audit trails, and privacy-aware data handling.
Internal Operations
Platform admins get controlled access with appropriate audit trails and break-glass procedures when needed.
Why choose this capability
Model complex roles without sacrificing privacy
Talk to us and we'll map your access model to clear roles, scopes, and reporting boundaries - across customers, specialists, organizations, and affiliates.