Assign responsibilities for Care Team Work Management

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Assign responsibilities to users in Care Team Work Management to dictate which specific records users are authorized to view or modify.

    Before you begin

    Role required: admin

    About this task

    You can edit the responsibilities of Care Team Work Management users when adding or removing members from your healthcare organizations, or at any time as needed.

    Note:

    In order to access care team case and task information, all operational leaders should be assigned the Care Team Agent Manager responsibility.

    Responsibility Role
    Care Team Agent sn_cto.care_team_agent
    Care Team Agent Manager sn_cto.care_team_agent_manager

    Procedure

    1. Navigate to All > Healthcare Operations > Healthcare Organizations > All.
    2. Select the parent organization.
    3. Navigate to the Members related list.
    4. Select Edit members.
    5. In Responsibility, select the intended responsibility for the user.
    6. Use the arrows between the Available and Selected panels to add the member.
      Note:

      If a newly added user isn’t populated in the Available list, search for them manually using the lookup icon.

      On occasion, newly added members don’t appear within the Selected panel due to property configurations. If this occurs, see Configure global system properties to edit members in Healthcare Operations Core.

    7. Select Save.