Assign roles for Care Team Operations for Biomed

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

    • Confirm that the correct roles are assigned to users of Care Team Operations for Biomed.

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

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

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

    Nota:
    User roles can be configured during the initial setup process for healthcare organizations or at any time thereafter as needed.
    Tabela 1. Roles installed with Care Team Operations for Biomed
    sn_cto_biomed.loc_support_agent​ Biomed support department agent

    Can view/resolve all cases under their assignment group. Tracks and fulfills cases.

    Note: If view access to work orders is needed, this role can contain the wm_read role.
    sn_cto_biomed.loc_manager Biomed support department manager Moniotors the tasks within their organization.

    Example:

    A user who must fulfill work orders created from the Care Team Portal using the Care Team Operations for Biomed plugin must be assigned the sn_cto_biomed.loc_support_agent role.

    Procedimento

    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.