Configure the navigation panel in App Studio to match your needs. Define which pages are visible to each role.

Before you begin

1. Ensure that all of the portal rules are under the PegaCRM-Portal class.
2. In the header of Dev Studio, click your application name > Definition, and under the Associated Classes section, add the PegaCRM-Portal class as a UI class.

Configuration steps

For any landing page that users can access from the navigation panel, you must identify all of the harnesses that are displayed.

1. Configure harnesses
2. Configure pages
3. Managing portals
4. Set up access rights

Configuring harnesses

1. In Dev Studio, open a harness that you want to configure.
2. Click Display options and update the Initialization tab to mimic the old configuration logic of this page.
   You must apply the same code in the open harness rules as the previous harness configuration while opening this page. Apply all of the necessary when rules, activities, and data transforms.
3. On the Save as menu, select Mark as relevant record.
4. Click Save.
5. Repeat steps 1 through 4 for all of the harnesses that you want to configure.

Configuring pages

1. In the navigation panel of App Studio, click Pages.
2. Right-click the page that you want to configure and select Page settings.
3. In the Page name text field, enter the new name.
4. Optional: Click Change and then select the new icon to replace the default page icon.
5. Click Submit.
6. Repeat steps 3 through 5 for all of pages that you want to configure.

Managing portals

1. In the navigation panel of App Studio, to see all of the available portals that you have access to, click Interfaces.
   Note: If you do not see any portals, open the access group and check the available portals for this access group.
2. Open a portal that you want to configure.
3. Perform any of the following actions:
   • To add pages, at the bottom of the list, click +Add page.
   • To reorder the portals, drag and drop portals by using the Move icons next to each portal.
   • To remove portals from the list, click the Trash icon.
4. Repeat steps 1 through 3 for all of the portals that you want to configure.

Setting up access rights

1. In the navigation panel of App Studio, click Users > Roles.
2. On the Role tab, associate each portal with an access group.
   Note: It is recommended that you select SAPortal, because all of the portals in Pega Sales Automation (except for Administrator and Application setup administrator) have been consolidated into this portal.
3. On the Page access tab, associate portals with pages by selecting check boxes as necessary.
   Note: Only the selected check boxes are visible to the particular operator.
4. Optional: If you do not see the access group on the list of available options, open the access group and select the Is manageable in App Studio check box.

   If you select the Is manageable in App Studio check box, the system automatically selects the Stop access checking once relevant Access Role to Object instance explicitly denies or grants access check box. Therefore, ensure, that the order of roles listed under the check boxes is correct.

   The system creates a <group name>Managed access role. After you select this role on the Page access tab matrix, the system creates an Access of Role to Object instance with each check box as a privilege. If you select any of these roles, the level is set to 5. If you clear the check box, the level is set to 0.

   

   

    

5. Optional: If you have an access group that uses the same permission as the one that is configured by the matrix, you can add the managed roles to the access group.

   For example, if you do not want users to manage the offline access group, apply the privileges for the online access groups. Add the <group name>Managed access role to the offline access group.