Assign roles to Care Team Operations for Healthcare IT users

task australia Updated Sep 10, 2026 1 min read cto-it-set-up-roles.md
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Ensure that the correct roles are assigned to users of Care Team Operations for Healthcare IT.

Before you begin

Role required: admin

About this task

Roles control access to features, capabilities, and data in the Care Team Operations application.

You can assign roles to individual users or groups. When you apply roles to groups, the members of those groups inherit those roles.

Note: User roles can be configured during the initial set up process for healthcare organizations or at any time thereafter as needed.

Roles installed with Care Team Operations for Healthcare IT

sn_cto_hcit.loc_support_agent

IT Support Agent

Views/resolves all cases under their assignment group. Tracks and fulfills cases.

sn_cto_hcit.loc_manager

Healthcare IT services support department manager

Monitors the tasks within their organizations.

**Example:**

A user who needs to fulfill incidents created from the Care Team Portal using the Care Team Operations for Healthcare IT plugin would need to be assigned the sn_cto_hcit.loc_support_agent role.

Note: After installing Care Team Operations for Healthcare IT, the sn_hco.care_team_member role installed with Healthcare Operations Core will contain the sn_cto_hcit.loc_contributor role automatically.

Procedure

  1. Navigate to All > User Administration > Users.

  2. In the Roles related list, select Edit.

  3. In the Collection list, select the desired roles, and then select Add.

  4. Select Save.

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