Configure Care Team Mobile

concept australia Updated Sep 10, 2026 1 min read care-team-mobile-configuring.md
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Set up the Care Team Mobile application.

Configuration overview

  1. Activate Care Team Mobile

    Activate the Care Team Mobile plugin [com.sn_cto_mobile] if you have the admin role. This plugin includes demo data and activates related plugins if they aren’t already active.

  2. Assign roles for Care Team Mobile users

    User access for Care Team Mobile is based on whether users have been assigned the Team Member or Team Manager role.

  3. User criteria for Care Team Mobile

    Review the user criteria records provided for each care team support role.

  4. Apply user criteria to Field Service Management Mobile quick actions

    Apply the user criteria records to Field Service Management Mobile quick-action icons so that each role sees only the icons relevant to its work.

  5. Enable Push Notifications for Care Team Mobile

    Push notifications for Care Team Mobile must be enabled manually.

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