1. Open the patient’s Detail page, select the case that’s associated with the care plan.
2. 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.
3. Click Update Case Team Members.
4. Next to the user’s name, use the picklist to change their assignment fromContact to Customer Portal User.