Skip to main content

How to Manage Access and Clinical Teams in UpHill

Managing Teams, Healthcare Professionals, Access, and Permissions

Updated over 2 weeks ago

User Provisioning Supported by SCIM Protocol


User provisioning is now automated, making access management significantly faster, more efficient, and more secure. This process is supported by the SCIM (System for Cross-domain Identity Management) protocol, ensuring that the hospital is the single source of truth.

When a message is received on the UP_ID platform via SCIM:

  • A user is created.

  • The user can only access the institution being synchronized.

  • Groups are also created (with or without members), depending on the event message.


Settings Menu

Divided into two sections:

  1. Users

  2. Teams


Users Menu

User List
In the Users tab, you can see a list of users provisioned via SCIM, as well as users previously created in the platform through the old system.

You can filter users by Package, Permission, Team, and Email.

Each user in the list displays the following details:

  • Name

  • Email

  • Status

  • Permissions

  • Teams

  • Groups

  • Creation date

User Details Page
Click the user’s name to view detailed information, including assigned groups, permissions, and teams.

NOTE: Any item with a lock icon indicates a permission, team, or group assigned automatically and cannot be removed, as it is part of predefined group settings.

Generate Access Key for Contextual Session
On the user details page, you can generate an access key for use in an open context:

  • Click the generate icon to create a key and copy it.

  • Once generated, the key is no longer visible. If not saved, a new key must be generated.


Creating a User Manually

  • In the Users menu, you can manually create a user using the “+ User” button in the top-right corner.

NOTE: Manually created users are not managed via SCIM, so any SCIM updates will not apply to them.
You can also assign permissions and the appropriate team manually.


Adding Permissions to a User

  1. Search for the user in the Users menu

  2. Open the User Details page

  3. Select the appropriate permissions from the list

Adding a User to a Team

  1. Go to the Users menu in the left sidebar

  2. Search for the user by email

  3. Click the user’s name

  4. On the User Details page, select the most appropriate team from the available list


Groups

Group List
You can view all groups provisioned via SCIM.

The group list shows:

  • Name

  • Permissions assigned to the group

  • Teams assigned to the group

  • Creation date

Group Details Page
Click a group name to view details:

  • Associated users

  • Assigned permissions

  • Clinical teams

Adding Permissions to a Group

  1. Click the “+” button in the Permissions section

  2. Select one or multiple permissions from the list

  3. Click Add Permissions

  4. Successfully added permissions appear in the updated list

Adding Teams to a Group

  1. Click the “+” button in the Teams section

  2. Select one or multiple teams

  3. Click Add Teams

  4. Successfully added teams appear in the updated list


Teams Menu

Team List

  • View existing teams and search by name

  • Shows sub-teams, total members, and assigned packages

Team Details Page
Click a team name to see:

  • Associated groups and packages

  • Team members

  • Sub-teams

Adding Packages to a Team

  • Click the “+” icon next to Packages

  • Successfully added packages appear in the Team Details page

Adding Groups to a Team

  • Click the “+” icon next to Groups

  • Successfully added groups appear in the Team Details page

Creating a New Team

  • In the Teams tab, click to create a new team

  • Provide the required team information

  • Once created, the team appears in the team list

Did this answer your question?