Salesforce Docs Portal

Create Teams and Team Members for Therapy Orchestration

Help enhance the quality of care offered to advanced therapy patients by setting up teams per service territory, per work type (stage), and per user. Configure team members, assign a participant role, and associate the team member records with users in your org who perform the tasks.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud
User Permissions Needed
To create teams and team member records: Health Cloud Advanced Therapy Orchestration permission set
  1. From the App Launcher, find and select Teams.
  2. Click New.
  3. In the New Team window, add the following changes.
    1. Enter a name for your team.
    2. In Status, select Active.
  4. From the App Launcher, find and select Team Members.
  5. Click New.
  6. In the New Team Member window, add the following changes.
    1. For Role, select a participant role.
    2. For Team, select the team you created.
    3. In Member, first select User, and then search and select a user who is part of the team. Alternatively, select Group, and then search and select a user group.
      Group and User dropdown options in the Member field of a new Team Member record.
      Note
      Note To select a group, first create the group in Public Groups in Settings, and add the users you want to include. See Set Up User Groups for Care Teams for more information.
  7. Save your changes.