Assign roles to Healthcare Operations Core users

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Assign specific roles to give Healthcare Operations Core users visibility into healthcare organizations and the hierarchies they manage.

    Before you begin

    Role required: admin

    About this task

    Roles control access to features, capabilities, and data in the Healthcare Operations Core application.

    You can assign roles to individual users or groups. When you apply roles to groups, the members of those groups inherit those roles.
    Note:
    User roles can be configured during the initial setup process for retail organizations or at any time thereafter as needed.
    User roles can be configured during the initial setup process for retail organizations or at any time thereafter as needed.

    Example: You could create a group called “HCO Team Members” and assign the role sn_hco.care_team_member to the group. Then, when importing users, you would associate the users that are care team members with this group.

    Note:
    This group doesn’t give them direct access to care team operations – they’ll still need to be associated with a healthcare organization as a member and assigned responsibilities.

    For instructions on assigning roles to groups, see Create a group for all team members in Healthcare Operations Core

    Table 1. Roles included with Healthcare Operations Core
    sn_hco.care_team_member
    • sn_customerservice.service_organization_contributor
    • sn_hcls.foundation_data_viewer
    		 Has access to create and view healthcare cases.
    sn_hco.care_team_manager
    • sn_hco.care_team_member
    • sn_customerservice.svc_location_manager_contributor

    Has access to create and view healthcare cases

    can add members to the care unit

    Procedure

    1. Navigate to All > User Administration > Users.
    2. In the Roles related list, select Edit.
    3. In the Collection list, select the desired roles, and then select Add.
    4. Select Save.