---
sourceDocument: Australia Healthcare and Life Sciences
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/healthcare-life-sciences

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Healthcare and Life Sciences

ft:clusterId :

    - hcls

bundleId :

    - hcls

workflow :

    - Customer and Industry


---

# Determining additional user profiles in Pre-Visit Management

# Determining additional user profiles in Pre-Visit Management {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 Minuten Lesedauer

You can determine who can act as an agent connector or contributor for procedure request
cases in the Pre-Visit Management application.  
Wichtig:  
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.

As a user with the admin role, you can create contributor and agent connector profiles with the
desired level of access to procedure request cases, case tasks, and other case-related
information.

The sn_previsit.contributor and sn_previsit.agent_connector roles installed with the Pre-Visit Management application provide the following user profiles:

* [Agent connector](https://servicenow-prod.fluidtopics.net/aknEs04B78yIhGe8X6LZUQ#pre-visit-connector-contributor__section_yhp_czw_ztb)
* [Contributor](https://servicenow-prod.fluidtopics.net/aknEs04B78yIhGe8X6LZUQ#pre-visit-connector-contributor__section_r5b_czw_ztb)

{#pre-visit-connector-contributor__ul_amw_k4x_ztb}

## Agent connector {#pre-visit-connector-contributor__section_yhp_czw_ztb}

An agent connector within the Pre-Visit Management application acts as a
fulfiller who can create, update, and close procedure request cases and tasks.

As a user with the admin role, you can determine who can act as an agent connector for the
procedure request cases by assigning the sn_previsit.agent_connector role and other
agent-specific roles to a group, and then assigning the group to the user with the agent
connector profile. To assign roles 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).

The following table describes the location agent profile within the Pre-Visit Management application scope that you can refer to as an example for
combining the sn_previsit.agent_connector role with the [industry data model roles](https://www.servicenow.com/docs/access?context=csm-data-model-roles&version=australia&pubname=australia-customer-service-management&ft:locale=en-US) in the CSM
application.
{#pre-visit-connector-contributor__table_n1p_spx_ztb__entry__3}

| Profile | Description | Assigned roles |
|-|-|-|
| Location agent | Creates and fulfills procedure request cases in the agent's business location. Hinweis: To create procedure request cases for a service organization (business location), a user with the location agent profile must be a member of the service organization and assigned the Location Consumer Agent responsibility type. The mapping of a service organization and its members is included in the Service Organization Member \[sn_csm_service_organization_member\] table. | sn_previsit.agent_connector and sn_customerservice.svc_location_consumer_agent |
[Tabelle : 1. Example agent connector profile for Pre-Visit Management]

{#pre-visit-connector-contributor__table_n1p_spx_ztb}

## Contributor {#pre-visit-connector-contributor__section_r5b_czw_ztb}

A contributor within the Pre-Visit Management application acts as a requester
who can create and read procedure request cases.

As a user with the admin role, you can determine who can act as a contributor to the procedure
request cases by assigning the sn_previsit.contributor role and other contributor roles to a
group, and then assigning the group to the user with the contributor profile. To assign roles 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).

The following table describes different contributor profiles within the Pre-Visit Management application scope that you can refer to as an example for
combining the sn_previsit.contributor role with the [contributor roles](https://www.servicenow.com/docs/access?context=csm-contributor-user-roles&version=australia&pubname=australia-customer-service-management&ft:locale=en-US) in the CSM application.
{#pre-visit-connector-contributor__table_uvh_kmw_ztb__entry__3}

| Profile | Description | Assigned roles |
|-|-|-|
| Relationship contributor | Creates procedure request cases for only those patients with whom a relationship is established. For more information, see [Create relationships](https://www.servicenow.com/docs/access?context=configure-data-model-relationships&version=australia&pubname=australia-customer-service-management&ft:locale=en-US). Hinweis: To create procedure requests for a patient, a user with the relationship contributor profile must have a relationship with the patient included in the Consumer Team Member \[sn_customer_rel_consumer_to_user_list\] table and the Relationship Manager responsibility type. | sn_previsit.contributor and sn_customerservice.relationship_contributor |
| Patient contributor | Creates procedure request cases for any patients. | sn_previsit.contributor and sn_customerservice.consumer_contributor |
| Location contributor | Creates procedure request cases for any patients in a particular service organization (business location) with which the user is associated as a service organization member. Hinweis: To create procedure request cases for a service organization (business location), a user with the location contributor profile must be a member of the service organization and assigned the Location Contributor responsibility type. The mapping of a service organization and its members is included in the Service Organization Member \[sn_csm_service_organization_member\] table. | sn_previsit.contributor, sn_customerservice.service_organization_contributor, and sn_customerservice.consumer_contributor |
[Tabelle : 2. Example contributor profiles for Pre-Visit Management]

{#pre-visit-connector-contributor__table_uvh_kmw_ztb}