Checking your Pega Customer Service access roles for the required privilege
In Pega Customer Service, Pega Call, and Pega Knowledge releases 7.4 and later, security enhancements on several rules require that an operator have new privileges to access the rules. Without the new privileges, an operator cannot access the rules required to run the application. After you update, complete the following steps to check if you need to add the new privileges to any of your access roles.
If you update from an earlier release, and your application uses the out-of-the-box access roles, your operators acquire the required privilege after the update.
- Review your access groups to determine whether you use any of the access roles
that have been updated to include the new privilege:
Access role and privileges
Access role Privilege Pega Customer Service PegaCA:CSR crmCanCSUserRunActivity PegaCA:Manager crmCanCSUserRunActivity PegaCA:SysAdmin crmCanCSUserRunActivity PegaCS:SelfServiceUser crmCanCSUserRunActivity Pega Call PegaCTI:CSR crmCanCTIUserRunActivity Pega Knowledge
KMCanUserRunActivity PegaKM:Author KMCanUserRunActivity
- If an access group does not include an access role with the required
privileges, ensure that your operators can access the rules that are required to
run your application:
If you use out-of-the-box access roles, add the access role to the access group.
For information, see Adding a role to an access group.
If you use custom access roles, modify the custom access role to include the privilege.
For information, see Granting privileges to an access role.
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