Set up roles for Care Team Operations for Environmental Services

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

    • Assign the correct roles to users of Care Team Operations for Environmental Services.

    Before you begin

    Role required: admin

    About this task

    Roles control access to features, capabilities, and data in the Care Team Operations for Environmental Services application.

    You can assign roles to individual users or groups. When you apply roles to groups, the members of those groups inherit those roles.

    Note:
    User roles can be configured during the initial setup process for healthcare organizations, or at any time thereafter as needed.
    Table 1. Roles installed with Care Team Operations for Environmental Services
    sn_cto_evs.loc_support_agent Environmental services support department agent

    Can view/resolve all cases under their assignment group, track cases, and fulfill cases.

    Note: If view access to work orders is needed, this role can contain the wm_read role.
    sn_cto_evs.loc_manager Environmental services support department manager Monitors the tasks within their organizations.

    Example:

    To fulfill work orders created from the Care Team Portal using the Care Team Operations for Environmental Services plugin, you must be assigned the sn_cto_evs.loc_support_agent role.

    Procedure

    1. Navigate to All > User Administration > Users then open a user record.
    2. In the Roles related list, select Edit.
    3. In the Collection list, select the desired roles, and then select Add.
    4. Select Save.