Create a group for location managers with the sn_customerservice.svc_location_manager role assigned so that users added to this group inherits the collection of roles for Care Team Operations for Facilities.

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 managers, 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 > 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. Select Edit.
7. Add the sn_customerservice.svc_location_manager and sn_cto_facilities.loc_support_agent roles into the Roles list.
8. Select Save.

Resultado

A user group has been created for your facilities department location managers.