Assign responsibilities to Healthcare Operations Core users

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Assign responsibilities to users in Healthcare Operations Core to dictate which specific records users are authorized to view or modify.

    Vorbereitungen

    Role required: admin

    Warum und wann dieser Vorgang ausgeführt wird

    You can edit the responsibilities of Healthcare Operations Core users when adding or removing members from your healthcare organizations, or at any time as needed.
    Care Team Member Service location business contributor
    Care Team Manager Service location business manager

    Prozedur

    1. Navigate to All > Healthcare Operations > Healthcare Organizations > All.
    2. Select the parent organization.
    3. Navigate to the Members related list.
    4. Select Edit members.
    5. In Responsibility, select the intended responsibility for the user.
    6. Use the arrows between the Available and Selected panels to add the member.
      Hinweis:

      If a newly added user isn’t populated in the Available list, search for them manually using the lookup icon.

      On occasion, newly added members don’t appear within the Selected panel due to property configurations. If this occurs, see Configure global system properties to edit members in Healthcare Operations Core.

    7. Select Save.