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

Create a group for all location managers in Care Team Operations for Facilities

Create a group for location managers with the sn_customerservice.svc_location_manager role assigned so that users added to this group inherits the collection of roles for Care Team Operations for Facilities.

Before you begin

Role required: admin

About this task

If you don't have existing groups already created for your facilities location managers, you can create a group to associate users to this role. You can also assign this role to users individually.

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_customerservice.svc_location_manager and sn_cto_facilities.loc_support_agent roles into the Roles list.

  8. Select Save.

Result

A user group has been created for your facilities department location managers.