Create a group for all location managers in Care Team Operations for Facilities

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • Create a group for location managers with the sn_customerservice.svc_location_manager role assigned so that users added to this group inherits the collection of roles for Care Team Operations for Facilities.

    시작하기 전에

    Role required: admin

    이 태스크 정보

    If you don't have existing groups already created for your facilities location managers, you can create a group to associate users to this role. You can also assign this role to users individually.

    프로시저

    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. Select Edit.
    7. Add the sn_customerservice.svc_location_manager and sn_cto_facilities.loc_support_agent roles into the Roles list.
    8. Select Save.

    결과

    A user group has been created for your facilities department location managers.