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Checking your Pega Sales Automation access roles for the required privileges

Updated on December 15, 2021

In Pega Sales Automation versions 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 for Insurance Update Guide

If you update from an earlier version, 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:
  • Previous topic Checking your Pega Customer Service access roles for the required privilege
  • Next topic Configuring Federated Case Management case types for web mashup

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