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.
A User is an individual who only interacts with an application. Ren wants to add his team members to his application as users.
Adding users directly to a Pega Platform™ application may not be available at all organizations. Please contact your App Factory Coach to learn about your organization's user access policies.
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.
Ren completes the following steps to invite Gab to use the application.
- In the left-hand navigation pane of App Studio, click Users.
- From the Users menu, click User management.
- Click the People tab.
- Click Invite people to your application.
- In the text box field, enter Gab’s email, Gab@abctech.
- In the drop-down list, in the Personas section, select Users.
- Click .
Ren repeats steps to add teammates Ana (Ana@abctech) and Eli (Eli@abctech).
When all three users are added to the application, Ren clicks the Close this modal button to close the Add users to application window, and then clicks .
In the following video, Ren demonstrates the process of adding users to his application.
Note: The user interface depicted in the videos associated with this mission might differ slightly from your own due to alternate versions of the Pega Platform. This video has no audio and no closed captions.
Before Ren's application goes live, he needs to add every person who interacts with his system to the application as a User. This includes anyone from his organization who might submit a Content Request case.
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.