To manage access effectively in Care Team Work Management, first understand how roles and responsibilities work together. These concepts build on the Service Model Foundation (SMF) but are adapted for Healthcare Operations-specific use cases.

To understand how roles and responsibilities function in Healthcare Operations, see Setting up roles and responsibilities for Healthcare Operations users.

Roles control access to features, capabilities, and data in the Care Team Work Management application.

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

Example: For a user to be able to run playbooks and create task templates, they should have the following role configuration:

1. sn_cto.care_team_agent or sn_cto.loc_support_agent for access to the Care Team Work Management application.
2. sn_hco_orc.loc_support_agent or sn_hco_orc.admin for access to forms from the Healthcare Orchestration plugin.
3. sn_hco_orc.plan_author for access to task plan creation, scheduling and the ability to select multiple organizations for playbooks.

For instructions on assigning roles to groups, see Create a group for all care team members in Healthcare Operations Core.

The following roles and responsibilities are included with Care Team Work Management.