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

Create a group for care team members with the sn_hco.care_team_member role assigned so that users added to this group will inherit the collection of roles for Healthcare Operations Core.

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_hco.care_team_member 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.