Platform
Organizations & Roles
How Newbula scopes data by organization, packages modules by organization type, and controls access with roles.
Organizations
Everything in Newbula belongs to an organization: patients, calls, documents, analytics. Users can belong to more than one organization, and the switcher in the header controls which one you are working in at any moment. Data never crosses organizations.
Organization types
Each organization has one or more types, and the active type decides which modules appear in the sidebar:
| Type | Module package |
|---|---|
| Medical Center | The full suite: communications, voice, patients, risk management, compliance, reports, and team. |
| Health Plan (HMO) | Population-health focus: voice outreach, patient manager, and the risk & quality suite. |
| Adult Day Care | Daycare operations: communications plus participants, attendance, appointments, claims, insurance rates, and transportation. |
If your organization holds multiple types, use the type switcher pill in the header to change the active view — the sidebar updates immediately.
Mental health and home health packages are on the roadmap. The types exist today so organizations can be provisioned ahead of the module rollout.
Roles and privileges
Within an organization, what a user can see and do is governed by their role and its privileges. Administrators and organization managers see everything; other roles see only the modules their privileges allow. Module visibility is therefore the combination of two gates: the organization type must include the module, and the user must hold the privilege.
Roles are managed by administrators — see Team Management for inviting users and assigning roles.