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Access control

  • Module

    Access control

    6 Topics

    1 hr 10 mins

    Pega Platform 8.7 Visible to all users
  • Learn how to secure an application using role-based access control, attribute-based access control, and client-based access control.

Managing application access

Application security

  • Module

    Application security

    2 Topics

    30 mins

    Visible to all users
  • Learn how to configure security policies to thwart attempts by malicious hackers to gain unauthorized access to Pega Platform™.

Attribute-based access control

  • Module

    Attribute-based access control

    5 Topics

    1 hr 5 mins

    Visible to all users
  • Configure attribute-based access control to enforce security requirements for a specific case or data instance, based on case or session data.

Inviting users to an application

Best practices for keeping your Pega applications running smoothly

  • Module

    Best practices for keeping your Pega applications running smoothly

    3 Topics

    25 mins

    Visible to all users
  • Learn about the best practices for keeping your Pega applications running smoothly on Pega Cloud®, including using Pega Community, guardrails, and...

Configuring security policies

Tracking and auditing changes to data

Form autofill

  • Module

    Form autofill

    2 Topics

    15 mins

    Pega Customer Service 8.7 Visible to all users
  • Learn how to configure Form Autofill to help CSRs complete the forms associated with a case type. Voice AI detects entities in the live customer...

Organizing and managing access to case attachments

  • Module

    Organizing and managing access to case attachments

    3 Topics

    25 mins

    Visible to all users
  • Cases may require that users upload documents required to process and resolve the case. To organize attachments, developers can create attachment...

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