Add members to your healthcare facilities support organization

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Add members to your Care Team Operations for Facilities support organization to provide visibility and access to healthcare facilities cases.

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    If you don't have existing groups already created for your facilities location support agents, you can create a group to associate users to this role. You can also assign this role to users individually.

    Procedimento

    1. Navigate to All > Customer Service > Service Organizations > Internal Business Locations.
    2. Open the internal business location that aligns with the healthcare organization you want to add members to.
    3. Navigate to the Members related list.
    4. Select Edit.
    5. Use the arrows to members from the Collection list into the Members list.
    6. Select Save.
    7. In the Members related list of the Internal Business Location record, open a member record and select New under Service Organization Member Responsibilities.
    8. Use the Type field to assign the member the Location Support Agent or Location Manager Fulfiller roles as needed.
    9. Select Submit.
    10. Opcional: Repeat steps 7–9 for all newly added members as needed.

    Resultado

    You have added members to your facilities support team and associated them with the appropriate role.