Create a group for care team agents with the sn_cto.care_team_agent role assigned so that users added to this group will inherit the collection of roles needed for care team agents.

Before you begin

Role required: admin

Procedure

1. Navigate to All > User Administration > Groups.
2. Select New.
3. In the name field, enter a name for your team member group.
4. Fill in the other fields as needed.
5. Navigate to the roles related list.
6. Click Edit.
7. Add the sn_cto.care_team_agent role into the Roles List.
8. Click Save.

Result

A user group has been created that you can assign care team members to when doing automated user imports.