Set up roles for Care Team Operations for Facilities

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

    • Confirm that the appropriate roles are assigned to users of Care Team Operations for Facilities.

    Before you begin

    Role required: admin

    About this task

    Roles control access to features, capabilities, and data in the Care Team Operations for Facilities 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 Facilities
    sn_cto_facilities.viewer​ Facilities case viewer

    Can view Healthcare Facilities cases and all HCLS foundation data.

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

    Example:

    A user who must fulfill work orders created from the Care Team Portal using Care Team Operations for Facilities should be assigned the sn_cto_facilities.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.