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Creating users and roles

4 Tasks

10 mins

Visible to: All users
Beginner Pega Platform 8.6 Security Case Management English
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GoGoRoad provides roadside assistance services through contracted vendors. To ensure customer satisfaction and service consistency across vendors, auditors review common service requests (including unlock vehicle, tire repair, and battery charge). The new auditor role has a unique interface. As the Director of Vendor Management, create a new role, and provide application access for the new auditor.  

The following table provides the credentials you need to complete the challenge.

Role User name Password
Application Developer [email protected] pega123!
Note: Your practice environment may support the completion of multiple challenges. As a result, the configuration shown in the challenge walkthrough may not match your environment exactly.

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

Challenge Walkthrough

Detailed Tasks

1 Create the Auditor persona

  1. In the App Studio navigation pane, click Users > User management  to display the existing personas.
  2. Under the Personas Tab, In the upper-right corner, click Add to add a persona.
  3. In the Persona name field, enter Auditor.
  4. Click Submit.
    Create-New Persona

2 Assign access for the Auditor persona

  1. Click the Portals & pages tab to display the portal and page access for all personas.

  2. In the Auditor persona, in the Default channel list, select Auditor to restrict access to only the Auditor portal.​ The Auditor check box is automatically selected.

  3. Under Pages, select all check boxes for the Auditor persona, as shown in the following image, to ensure the Auditor has access to all available pages
    Modify the access for the Auditor persona
  4. In the upper right, click Save.

3 Create a user account for the auditor

  1. Click the People tab to display the existing users and associated roles.
  2. Click Invite people to your application.
  3. In the Add users to application window, in the text box field, enter [email protected].
  4. In the drop-down list on the right, select Auditor.
  5. Click Add.

    Note: You can send a Welcome email to the user by clicking Send invitation.
  6. Copy the custom generated password to a text file for later use. 
  7. Close the Add users to application window.

4 Configure the Auditor channel to display the channel name

  1. In the App Studio navigation pane, click Channels to display the channel interfaces for the current application.
  2. Click Auditor to edit the custom Auditor channel.
  3. Click Configuration to display the configuration options.
  4. In the Channel header list, select Application name + Channel name.
    Configuration tab for the Auditor channel interface
  5. Click Save.

Confirm your work

  1. In the lower-left corner, click the Operator ID icon and then click Log off to sign out of the application.
  2. Log in to the application with the [email protected] user name and custom generated password.
  3. When prompted by the application, change the password.
  4. Confirm that you are in the Auditor portal as shown in the following image.
    Creating users and roles Auditor portal
    Note: The number of cases in the My worklist widget may vary.

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