Create a group for all care team managers in Healthcare Operations Core

Create a group for care team managers with the sn_hco.care_team_manager role assigned so that users added to this group inherits the collection of roles for Healthcare Operations Core.

Before you begin

Role required: admin

About this task

Note: The sn_hco.care_team_manager role inherits the sn_hco.care_team_member role, so users assigned to your team manager group don’t need to be assigned to your team member group.

Procedure

1. Navigate to All > User Administration > Groups.

2. Select New.

3. In the name field, enter a name for your team member group.

4. Fill in the other fields as needed.

5. Navigate to the roles related list.

6. Select Edit.

7. Add the sn_hco.care_team_manager role into the Roles List.

8. Select Save.

Result

A user group has been created that you can assign care team managers to when doing automated user imports.