Health Cloud Administration
jEnable Task Assignment for Site Users Created from Contacts
Make sure that care team members created outside of
the Health Cloud console can be selected for task assignment.
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
When you create care team members from within the Health Cloud console, they are created as users with site access. When you create a user in the Salesforce Classic Contact page, you can also grant that person site access by enabling them as a customer user. You can add customer users to the care team and they have access to the patient or member’s site. They can’t be assigned tasks using care plan templates until you manually update their user type.
- Open the person’s Detail page, select the case that’s associated with the care plan.
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In the Case Team related list, find users who have Contact: as a
prefix to their name.
These contacts have a user record, but you must update their user type to assign them tasks from the care plan template.
- Click Update Case Team Members.
- Next to the user’s name, use the picklist to change their assignment from Contact to Customer Portal User.