Create a group for Care Team Agents

Create a group for care team agents with the sn_cto.care_team_agent role assigned so that users added to this group will inherit the collection of roles needed for care team agents.

Before you begin

Role required: admin

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. Click Edit.

7. Add the sn_cto.care_team_agent role into the Roles List.

8. Click Save.

Result

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