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Adding users to an application

In the Creative Content application, Ren is assigned the role of author. An author is an individual who has permission to both develop and interact with an application. 

user is an individual who only interacts with an application. Ren wants to add his team members to his application as users.

Note: Adding users directly to a Pega PlatformTM application may not be available at all organizations. Please contact your App Factory Coach to learn about your organization's user access policies.

Adding users

Ren, Ana, Eli, and Gab are all part of the Creative Content team. Ren and Ana are graphic designers. Ren creates slide decks, Ana concentrates on brochures, Eli is the video specialist, and Gab is the supervisor. 

The Creative Content team.

Ren completes the following steps to invite Gab to use the application. 

  1. In the left-hand navigation pane of App Studio, click Users > User management.
  2. Click the People tab.
  3. Click Invite people to your application.
  4. In the text box field, enter Gab’s email, Gab@abctech.
  5. In the drop-down list, in the Personas section, select Users.
  6. Click Add.

Ren repeats steps to add teammates Ana (Ana@abctech) and Eli (Eli@abctech).  

When all three users are added to the application, he closes the Add users to application window, and then clicks Save.

In the following video, Ren demonstrates the process of adding users to his application.

Note: The following video has no audio and no closed captions.

Before Ren's application is live, he needs to add every person who interacts with his system as a user, including anyone from his organization who might make a Creative Content request. 

Check your knowledge with the following interaction:

In your environment

In your own Pega environment, add several users to your application. You can reproduce Ren's scenario or add users that are integral to your own process. 

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