Define sets of permissions that match your business requirements by
creating additional access groups or modifying existing groups.
As a system
administrator, you can quickly and conveniently add a new application-specific set of
permissions by creating a copy of an existing access group and modifying that copy to suit
your needs. You can also add or remove access roles from existing access groups to extend or
restrict access privileges, as needed.
For example, you can create an access group to grant users access to view, edit,
create, and delete reports in Pega Robot Manager and restrict
access to other functionalities.
In the navigation pane of Dev Studio, select RecordsSecurityAccess Group.
From the access group list, select an existing access group.
For example: <Application_Name>: UserAdmin, as shown in the
following figure:
Selecting an existing Pega Robot Manager access group
In the top-right corner of the access group form, select SaveSave as.
Provide a name and description for the new access group.
For example: Adding an access group
Click Create and open.
On the Edit Access Group form, in the Available
portals section, specify which portals a user can access:
To add a portal, click Add portal and select a
portal from the list.
To remove a portal, click the Delete icon next to
the portal that you want to remove.
For example: To grant user access to the Pega Robot Manager portal
only, remove all portals from the list, except for
pyRobotManager.
In the Available roles section, add or delete a role,
depending on your business needs:
To add a role, click Add role and then select a
role from the list.
To remove a role, click the Delete icon next to
the role that you want to remove.
For example: To grant users access rights to view, edit, create, and delete reports in
the Pega Robot Manager portal, add the
PegaRobotManager:ReportAdmin access role. For more
information, see Default access roles.
See the following figure for reference:Sample configuration – an access group for reporting analysts
Confirm your settings by clicking Save.
Result: You created an access group for Pega Robot Manager users. That access group is now available for selection
when you add users in the Pega Robot Manager portal, as shown in the
following example:Selecting an access group for a new user in Pega Robot Manager
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Access groups and roles in Pega Robot Manager
