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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Roles installed with Care Team Work Management

The following roles are installed with Care Team Work Management.

RolePersonaRoles structureDescription
sn_cto.loc_contributorCare Team Location ContributorContains: sn\_task\_plan.viewerCan request care team operation cases and read results of smart assessments.
sn_cto.loc_support_agentCare Team Location Support AgentContains: sn\_hco.loc\_support\_agent wm\_location\_agent \(if Field Service Management is installed\)Views/resolves all cases under assignment group and tracks and fulfills cases.
sn_cto.care_team_agentCare Team AgentContains: sn\_cto.loc\_support\_agent sn\_task\_plan.viewer wm\_basic sn\_hco.care\_team\_membeWorks on care team tasks and smart assessments.
sn_cto.care_team_agent_managerCare Team Agent ManagerContains: sn\_cto.care\_team\_agent sn\_task\_plan.creator sn\_customerservice.svc\_location\_manager sn\_hco.care\_team\_managerConfigures addition/removal of care team members, task plan templates, and smart questionnaire templates.
sn_cto.adminCare Team Work Management AdminContains: sn\_hco.admin sn\_cto.care\_team\_agent\_manager sn\_task\_plan.creatorConfigures organizations and team structure and has all privileges of agent manager.
sn_hco_orc.plan_authorOperational LeaderContains: sn\_task\_plan.creator sn\_fsm\_planned\_wm.planned\_work\_admin sn\_case\_creation.org\_editorAuthors templates and schedules.
sn_hco_orc.loc_support_agentSupport Agent Creates and fulfill the Healthcare orchestration tasks. Can create healthcare orchestration cases.
sn_hco_orc.loc_support_agent_managerSupport Agent Department Manager Tracks and manages all the tasks and cases for support departments.
sn_hco_orc.loc_contributorHealthcare Orchestration Location Contributor Provides create access for orchestration cases. Reports, views, tracks, and responds to orchestration cases.
sn_hco_orc.loc_managerHealthcare Orchestration Location Manager Responsible for assigning and overseeing tasks, tracking their completion status, and ensuring compliance.
sn\_hco\_orc.adminHealthcare Orchestration AdminContains: sn\_hco.adminManages the Healthcare orchestration roles and duties.