Create a group for Care Team Agent Managers

task australia Updated Sep 10, 2026 1 min read ctwm-create-group-managers.md
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Create a group for care team agents with the sn_cto.care_team_agent_manager and wm.dispatch roles assigned so that users added to this group will inherit the collection of roles needed for care team managers.

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_manager and wm.dispatch roles 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.

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