Add members to your Healthcare IT support organization

Add members to your Healthcare IT support organization to provide visibility and access to Healthcare IT cases.

Before you begin

Role required: admin

Procedure

1. Navigate to All > Customer Service > Service Organizations > Internal Business Locations.

2. Open the internal business location that aligns with the healthcare organization you want to add members to.

3. Navigate to the Members related list.

4. Select Edit.

5. Use the arrows to members from the Collection list into the Members list.

6. Select Save.

7. In the Members related list of the Internal Business Location record, open a member record and select New under Service Organization Member Responsibilities.

8. Use the Type field to assign the member the Location Support Agent or Location Manager Fulfiller roles as needed.

9. Select Submit.

10. Repeat steps 7–9 for all newly added members as needed.

Result

You have associated your support team members with the Location Support Agent for the selected healthcare organization.