---
sourceDocument: Australia Healthcare and Life Sciences
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/healthcare-life-sciences

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Healthcare and Life Sciences

ft:clusterId :

    - hcls

bundleId :

    - hcls

workflow :

    - Customer and Industry


---

# Assign operational leader roles

# Assign operational leader roles {#ariaid-title1}

Release version: Australia  
Updated April 2, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Assign your operational leaders the correct roles so that they can leverage the Operational Rounding playbook to create task plan templates for care teams.

## Before you begin

Role required: admin

## About this task

Operational leaders create and fulfill task plan templates generates from the Operational Rounding playbook.

Operational leaders require two user roles:

* sn_hco_orc.plan_author **and**
* sn_hco_orc.loc_support_agent_manager **or** sn_hco_orc.loc_support_agent

{#ctwm-add-operational-leader-roles__ul_v5d_b3p_53c}

For example, a supporting services department manager who needs to create task plan templates using the Operational Rounding playbook would have the sn_hco_orc.plan_author and sn_hco_orc.loc_support_agent_manager roles
assigned to their user profile.

## Procedure

1. Navigate to AllUser AdministrationUsers then open a user record.
2. In the Roles related list, select Edit.
3. In the Collection list, select the desired roles, and then select Add.
4. Select Save.
{#ctwm-add-operational-leader-roles__steps_ysv_r3h_bgc}

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