Checking your Pega Sales Automation access roles for the required privileges
In Pega Sales Automation 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 Privilege PegaCRM:User4 crmCanSAUserRunActivity, crmCanCRMUserRunActivity PegaCRM-SFA:SysAdmin crmCanSAUserRunActivity, crmCanCRMUserRunActivity PegaSFA-EmailServices crmCanSAUserRunActivity, crmCanCRMUserRunActivity PegaCRMBase:Guest crmCanGuestUserRunActivity
- 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.
Previous topic Pega Sales Automation procedures Next topic Adopting the opportunity splits feature