Set up roles for Care Team Work Management users
Set up your care team agents and care team agent managers with the correct roles so care team cases and care team tasks can be fulfilled.
Before you begin
Role required: admin
About this task
In order to fulfill care team cases and tasks, the following roles should be assigned to care team members:
Roles
| 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. |
Procedure
Navigate to All > User Administration > Users then open a user record.
In the Roles related list, select Edit.
In the Collection list, select the desired roles, and then select Add.
Select Save.