Assign roles to Healthcare Operations Core users

Assign specific roles to give Healthcare Operations Core users visibility into healthcare organizations and the hierarchies they manage.

Before you begin

Role required: admin

About this task

Roles control access to features, capabilities, and data in the Healthcare Operations Core 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 setup process for healthcare organizations, or at any time thereafter as needed.

Example: You could create a group called “HCO Team Members” and assign the role sn_hco.care_team_member to the group. Then, when importing users, you would associate the users that are care team members with this group.

Note:

This group doesn’t give them direct access to care team operations. They must still be associated with a healthcare organization as a member then assigned responsibilities.

For instructions on assigning roles to groups, see Create a group for all care team members in Healthcare Operations Core

Table 1. Roles included with Healthcare Operations Core

sn_hco.care_team_member	sn_customerservice.service_organization_contributor sn_hcls.foundation_data_viewer	Has access to create and view healthcare cases.
sn_hco.care_team_manager	sn_hco.care_team_member sn_customerservice.svc_location_manager_contributor	Has access to create and view healthcare cases. Can add members to healthcare organizations.
sn_hco.loc_manager		Monitors the tasks within their organizations.

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.