Knowledge Base

Search our support library for how-to guides, product documentation and more. For additional support, click here.

Users and Role Management

The Curitics IAM module provides robust management capabilities across the management of user, roles, team and the relationships these individuals have with clients and project. The Curitics IAM module can be accessed through the “User & Roles” tab available in the main platform navigation.


Users can be added to the Curitics instance by clicking the “Create User” button in the upper right of the interface. When creating a new user record, the following fields are mandatory:

  • Status
  • First Name
  • Last Name
  • Email Address
  • Mobile Phone Number
  • Password
  • Address
  • Team (single selection)
  • Role (single selection)
  • Project Relationships (one or more)
  • Client Relationships (one or more)

If the applications telehealth configuration is set to use an external service the “Telehealth Link” field must be completed for the system to send a user specific telehealth room link to members when telehealth based appointments are scheduled.

If the Curitics instance has been configured for SSO authorization and your organization does not wish to allow login via OTP, the checkbox “Login via SSO only” should be selected.


The roles tab enables administrators to configure new access level and restrictions which can be applied to user accounts. User Roles are permission sets that control access to areas and features within the Curitics application.

  • Users can have only a single role
  • Role can include multiple access permissions
Application Specific Role Configuration Guides


Teams provide an additional mechanism to classify users into groups. For example you can group internal employees vs contactors or setup teams for each of your departments.


Clients generally represent health plans or other upstream entities in which your organization is working with. Clients provide a clean way to separate membership and users responsible for servicing specific populations.

  • Members can be assigned to only a single client
  • Users can be assigned to multiple clients


Projects represent membership cohorts or specific programs your organization is executing on behalf of a client.

  • One client can have many projects
  • Members can be assigned to multiple projects
  • User can be assigned to multiple projects