Assign roles for Pre-Visit Management users

Assign roles to control access to features, capabilities, and data in the Pre-Visit Management application.

Before you begin

Set the application scope to Pre-Visit Management using the application picker. For more information, see Application picker.

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.

Table 1. Roles installed with Pre-Visit Management

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.	sn_hcls.healthcare_agent sn_previsit.sm_agent
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.	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
sn_previsit.sm_agent	Accesses and views all data related to procedure requests as a patient service representative.	sn_previsit.case_creator

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.
• To assign a role to a group, see Assign a role to a group.