Roles installed with Care Team Work Management

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • The following roles are installed with Care Team Work Management.

    Role Persona Roles structure Description
    sn_cto.loc_contributor Care Team Location Contributor Contains: sn_task_plan.viewer Can request care team operation cases and read results of smart assessments.
    sn_cto.loc_support_agent Care Team Location Support Agent

    Contains:

    sn_hco.loc_support_agent

    wm_location_agent (if Field Service Management is installed)

    		 Views/resolves all cases under assignment group and tracks and fulfills cases.
    sn_cto.care_team_agent

    Care Team Agent

    Contains:

    sn_cto.loc_support_agent

    sn_task_plan.viewer

    wm_basic

    sn_hco.care_team_membe

    		 Works on care team tasks and smart assessments.
    sn_cto.care_team_agent_manager Care Team Agent Manager

    Contains:

    sn_cto.care_team_agent

    sn_task_plan.creator

    sn_customerservice.svc_location_manager

    sn_hco.care_team_manager

    		 Configures addition/removal of care team members, task plan templates, and smart questionnaire templates.
    sn_cto.admin Care Team Work Management Admin

    Contains:

    sn_hco.admin

    sn_cto.care_team_agent_manager

    sn_task_plan.creator

    		 Configures organizations and team structure and has all privileges of agent manager.
    sn_hco_orc.plan_author Operational Leader

    Contains:

    sn_task_plan.creator

    sn_fsm_planned_wm.planned_work_admin

    sn_case_creation.org_editor

    		 Authors templates and schedules.
    sn_hco_orc.loc_support_agent Support Agent Creates and fulfill the Healthcare orchestration tasks. Can create healthcare orchestration cases.
    sn_hco_orc.loc_support_agent_manager Support Agent Department Manager Tracks and manages all the tasks and cases for support departments.
    sn_hco_orc.loc_contributor Healthcare Orchestration Location Contributor Provides create access for orchestration cases. Reports, views, tracks, and responds to orchestration cases.
    sn_hco_orc.loc_manager Healthcare Orchestration Location Manager Responsible for assigning and overseeing tasks, tracking their completion status, and ensuring compliance.
    sn_hco_orc.admin Healthcare Orchestration Admin

    Contains:

    sn_hco.admin

    		 Manages the Healthcare orchestration roles and duties.