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Administrator Guide
Last Updated: 2023-07-14
Example: Create a Benefits (USA) Team and Assign Roles to It

Example: Create a Benefits (USA) Team and Assign Roles to It

This example describes how to create a service team and assign roles to it.
You want to create a service team and assign roles to it for solving benefits queries in the U.S.
Security:
Set Up: Help Case Management
 domain in the Help functional area.
  1. Access the
    Create Service Team
     task.
  2. In the
    Service Team Name
     field, enter
    Benefits (USA)
    .
  3. Click
    OK
     and
    Done
    .
  4. Access the
    Maintain Assignable Roles
     task.
  5. Add a role with these values:
    Field
    Value
    Role Name
    Case Solver
    Enabled for
    Service Team
    Assigned by Security Groups
    Security Administrator
  6. Click
    OK
     and
    Done
    .
  7. Access the
    View Service Team
     report.
  8. From the
    Service Team
     prompt, select
    Benefits (USA)
    .
  9. Click
    OK
    .
  10. Select
    Roles
    Assign Roles
     from the related actions menu of the
    Benefits (USA)
     service team.
  11. Select an effective date.
  12. Click
    OK
    .
  13. In the
    Assign Roles
     grid, from the
    Role
     prompt, select
    Case Solver
    .
  14. From the
    Assign To
     prompt, select
    Denis O'Dell
    .
  15. Click
    OK
     and
    Done
    .
Denis O'Dell is a case solver assigned to the Benefits USA service team and can work on cases routed to this team.