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Granting privileges by using Access Manager

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Note: The following content, referenced from Pega Community, is included here to help you better achieve the module learning objectives.

You can use Access Manager grant privileges to users with different roles to access specific case and data types.

Before you begin: To use the privileges tab of Access Manager, you must be logged in as an operator associated with an access group that contains the PegaRULES:SecurityAdministrator or PegaRULES:BasicSecurityAdministrator role.
  1. In the header of Dev Studio, click Configure Org & Security Access Manager Privileges .

  2. Select Case Type or Data Type.

  3. In the Role field, press the Down Arrow key and select a user role to update.

  4. In the Case Type or Data Type field (depending on the class type that you chose), press the Down Arrow key and select a case or data type from the list.

  5. Click Show inherited privileges.

  6. Click the Add icon.

  7. In the Privilege field, press the Down Arrow key and select a privilege to grant to the role.

  8. Specify the allowed access.

    • Full Access
    • No Access
    • Conditional
  9. Click OK.

  • Access Manager

    Use Access Manager to view and determine what authorization operators have for accessing case types, data, and tools in an application.

  • Granting privileges to an access role

    On the Privileges tab of the Access Manager landing page, you can create, review, and modify privileges for users with different roles to access specific objects of a case and data types.

  • Standard privileges

    Pega Platform includes about 300 standard privileges. Many of the standard privileges provide the ability to run specific individual standard flow actions and individual standard flows. Alternatively, if you have the AllFlows and AllFlowActions privileges, you can access all the standard flows and all the standard flow actions respectively.

  • Understanding role permissions and privileges in Access Manager

    Privileges complement the security and access control features provided by access roles by restricting access to specific rules rather than to entire classes. A privilege associates an access role with a rule that needs to be secured. Create privileges to more precisely define the access control features that are provided by Access of Role to Object rules. A privilege is identified by its name and Applies to class.

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