Set up roles for Care Team Work Management users

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

    • Confirm that the appropriate roles are assigned to users of Care Team Work Management.

    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 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.

    Nota:
    User roles can be configured during the initial setup process for healthcare organizations or at any time thereafter as needed.

    Example: You could create a unique group for care team agents for each unit and assign the role sn_hco.care_team_agent to the group. Then, when importing users, you would associate the users that are care team members with this group.

    Nota:
    This group doesn’t give them direct access to Care Team Work Management – they still must be associated with a healthcare organization as a member and assigned responsibilities.

    Example: For a user to be able to run playbooks and create task templates, their role profile should like this:

    1. sn_hco_orc.loc_support_agent or sn_hco_orc.admin for access to forms from Healthcare Orchestration application.
    2. sn_cto.care_team_agent or sn_cto.loc_support_agent for access to the Care Team Work Management application.
    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.

    Roles included with Care Team Work Management

    Role Persona Description
    sn_cto.care_team_agent

    Care Team Agent

    		 Works on care team tasks and smart assessments.
    sn_cto.care_team_agent_manager Care Team Agent Manager Configures addition/removal of care team members, task plan templates, and smart questionnaire templates.
    sn_hco_orc.plan_author Operational Leader The playbook plan author role that is required for a location support agent or an admin for them to be able to see the task plan template module and the playbook when they create a new task plan template.
    sn_hco_orc.loc_support_agent Support Agent Creates and fulfill the Healthcare orchestration tasks. Can create healthcare orchestration cases.
    sn_hco_orc.loc_support_agent_manager Support Agent Department Manager Tracks and manages all the tasks and cases for support departments.

    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.