---
sourceDocument: Australia Healthcare and Life Sciences
sourceDocumentLink: https://www.servicenow.com/docs/r/healthcare-life-sciences

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Healthcare and Life Sciences

ft:clusterId :

    - hcls

bundleId :

    - hcls

workflow :

    - Customer and Industry


---

# Assign roles

# Assign roles for Pre-Visit Management users {#ariaid-title1}

* Release version: Australia
* 
* Updated August 3, 2023
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Assign roles to control access to features, capabilities, and data in the Pre-Visit Management application.{#pre-visit-assign-roles__roles-previsit}
Important:  
Starting with the Yokohama release, Pre-Visit Management is being prepared for future deprecation. It will be hidden and no longer activated on new instances but will continue to be supported.

For details, see the [Deprecation Process \[KB0867184\]](https://support.servicenow.com/kb_view.do?sysparm_article=KB0867184) article in the Now Support knowledge base.

## Before you begin

Set the application scope to Pre-Visit Management using the application picker. For more information, see [Application
picker](https://www.servicenow.com/docs/access?context=c_ApplicationPicker&version=australia&pubname=australia-application-development&ft:locale=en-US).

Role required:
sn_previsit.admin, sn_hcls.admin, or admin

## About this task

Users with the roles listed in the following table can use the Pre-Visit Management application.{#pre-visit-assign-roles__table_amm_1lm_cvb__entry__3}

| Role | Description | Contains roles |
|-|-|-|
| sn_previsit.admin | Administers who can access the Pre-Visit Management application. | sn_previsit.patient_service_agent |
| sn_previsit.patient_service_agent | Views and fulfills procedure request cases as a patient service representative. | sn_hcls.healthcare_agent |
| sn_previsit.case_creator | Creates procedure request cases for all associated objects. | sn_previsit.case_viewer |
| sn_previsit.agent_connector | Views, creates, and updates procedure request cases for all associated objects. You can combine this role with other roles for a user with the agent connector profile. For more information, see [Determining additional user profiles in Pre-Visit Management](https://www.servicenow.com/docs/tKtUZ75geysQSHQ4EW78fQ "You can determine who can act as an agent connector or contributor for procedure request cases in the Pre-Visit Management application."). | * sn_hcls.healthcare_agent * sn_previsit.sm_agent {#pre-visit-assign-roles__ul_eh4_5rf_15b} |
| sn_previsit.case_viewer | Views all procedure request cases available in the application. | None |
| sn_previsit.contributor | Creates procedure request cases for patients. You can combine this role with other roles for a user with the contributor profile. For more information, see [Determining additional user profiles in Pre-Visit Management](https://www.servicenow.com/docs/tKtUZ75geysQSHQ4EW78fQ "You can determine who can act as an agent connector or contributor for procedure request cases in the Pre-Visit Management application."). | * sn_hcls.clinical_data_viewer * sn_hcls.foundation_data_viewer * sn_hcls.patient_data_viewer * sn_hcls.practitioner_data_viewer * sn_hcls.health_insurance_data_viewer * sn_previsit.case_viewer * sn_hcls.revenue_cycle_data_viewer * sn_previsit.case_creator {#pre-visit-assign-roles__ul_dxs_lrf_15b} |
| sn_previsit.sm_agent | Accesses and views all data related to procedure requests as a patient service representative. | sn_previsit.case_creator |
[Table 1. Roles installed with Pre-Visit Management]

{#pre-visit-assign-roles__table_amm_1lm_cvb}

## Procedure

Assign roles to users and groups using the ServiceNow AI Platform user administration feature.

* To assign a role to a user, see [Assign a role to a
  user](https://www.servicenow.com/docs/access?context=t_AssignARoleToAUser&version=australia&pubname=australia-platform-administration&ft:locale=en-US).
* To assign a role to a group, see [Assign a role to a
  group](https://www.servicenow.com/docs/access?context=t_AssignRoleToGroup&version=australia&pubname=australia-platform-administration&ft:locale=en-US).
{#pre-visit-assign-roles__choices_tjl_52j_xnb}