Skip to main content

         This documentation site is for previous versions. Visit our new documentation site for current releases.      

Checking your Pega Sales Automation access roles for the required privileges

Updated on March 19, 2021

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.

Pega CRM 8.6 Feature Adoption for Pega Cloud

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.

  1. Review your access groups to determine whether you use any of the access roles that have been updated to include the new privilege:
    Access rolePrivilege
    PegaCRM:User4crmCanSAUserRunActivity, crmCanCRMUserRunActivity
    PegaCRM-SFA:SysAdmincrmCanSAUserRunActivity, crmCanCRMUserRunActivity
    PegaSFA-EmailServicescrmCanSAUserRunActivity, crmCanCRMUserRunActivity
  2. 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:

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best. is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us