Add or remove members in Healthcare Operations Core

task australia Updated Sep 10, 2026 1 min read hcls-cto-edit-members-admin.md
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Add or remove members from your healthcare organizations.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Healthcare Operations > Healthcare organizations > All.

  2. Select the Healthcare organization that you want to edit a member of.

  3. Navigate to the Members related list.

  4. Select Edit members.

  5. In Responsibility, select the responsibility you want to edit the members of.

    Options are:

    • Care team member
    • Care team manager
  6. Use the arrows between the Available and Selected panels to indicate which members belong to each responsibility.

    Note:

    If a newly added user isn’t populated in the Available list, search for them manually using the lookup icon.

    On occasion, newly added members won’t appear within the Selected panel due to property configurations. If this occurs, see Configure global system properties to edit members in Healthcare Operations Core.

  7. Select Save.

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