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Pega Customer Decision Hub access roles and privileges

Updated on September 15, 2022

Pega Customer Decision Hub uses access privileges to manage various access rights for operators. As an administrator, you can add or remove privileges to or from access roles to manage the access rights for various access groups in your application.

Pega Customer Decision Hub
Privilege nameDescriptionOwning rolesApplies to
CanSeeMKTManagerDashboardGrants the ability to access the Manager dashboard.PegaNBAM_FW:MarketingManagerData-Portal-Marketing-Studio
CanSeeMKTAdminDashboardGrants the ability to access the Admin dashboard.PegaNBAM_FW:AdministratorData-Portal-Marketing-Studio
CanAccessCampaignsGrants the ability to access campaigns and the Campaigns landing page. PegaNBAM_FW:MarketingAnalystPegaMKT-Work-Program
CanAccessContactPoliciesGrants the ability to access contact policies.PegaNBAM_FW:MarketingAnalystCustomerDecisionHub:Analyst CustomerDecisionHub:AdministratorRule-PegaMKT-ContactPolicy
CanAccessDataFlowsGrants the ability to access data flows and the Data Flows landing page.CustomerDecisionHub:DataAdminRule-Decision-DDF
CanAccessDataMenuGrants the ability to access the Data menu.CustomerDecisionHub:DataAdminCustomerDecisionHub:DataAnalystData-Portal-Marketing-Studio
CanAccessMarketingCalendarGrants the ability to access the Marketing Calendar and the Marketing Calendar landing page.PegaNBAM_FW:MarketingAnalystPegaMKT-Data-MarketingCalendarItem
CanAccessMarketingContentGrants the ability to access marketing-specific content.PegaNBAM_FW:MarketingAnalystPegaMKT-
CanAccessMicrositesGrants the ability to access microsites and the Microsites landing page.PegaNBAM_FW:MarketingAnalystPegaMKT-Work-Microsite
CanAccessProspectListsGrants the ability to access prospect lists and the Prospects landing page.PegaNBAM_FW:MarketingAnalystPegaMKT-Work-ProspectImport
CanChangePortalsGrants the privilege to switch portals.PegaNBAM_FW:MarketingAnalystPegaNBAM_FW:MarketingDeveloperPegaNBAM_FW:MarketingManagerPegaNBAM_FW:MarketingArchitectPegaMarketing_FW_Internal:DashboardUserCustomerDecisionHub:AnalystPega-Portal-Developer
CanConfigurePaidMediaGrants the ability to create and update paid media settings.PegaNBAM_FW:ConfiguratorPega-Landing-Integration
CanCreateMicrositeGrants the ability to modify the application rule and create new microsites.PegaNBAM_FW:MicrositeAdminRule-Application
CanCreateNBADTemplateGrants the ability to create templates in Next-Best-Action Designer.This privilege is not assigned to any access roles out-of-the-box. The scope of this privilege is intended to be limited to an as-needed basis.Rule-PegaMKT-NBA-Model
CanManageNBAGrants the ability to modify the Next-Best-Action Designer configuration and model.PegaMarketing_FW:NBAManagerPegaNBAM_FW:MarketingManagerCustomerDecisionHub:AdministratorRule-PegaMKT-NBA
CanPublishToDefaultGrants the ability to configure default settings for the Marketing Dashboard in the Customer Decision Hub portal.PegaMarketing_FW:PortalAdministratorPegaNBAM_FW:MarketingManagerCustomerDecisionHub:AdministratorSystem-User-Dashboard
CanResumeFlowGrants the ability to resume a flow by using a flow action. This is privilege must be available to Pega Customer Decision Hub agents through the PegaNBAM_FW:Batch access role. For testing purposes, this privilege is also enabled for developer operators.PegaNBAM_FW:AdministratorPegaNBAM_FW:BatchCustomerDecisionHub:AdministratorPegaMKT-Work
CanViewAppExplorerGrants the ability to access the Application Explorer in the Customer Decision Hub portal.PegaNBAM_FW:AdministratorPegaNBAM_FW:MarketingDeveloperPegaNBAM_FW:MarketingManagerCustomerDecisionHub:AdministratorData-Portal
CanViewMKTDeveloperShortcutsGrants the ability to access developer shortcuts in the Customer Decision Hub portal.PegaNBAM_FW:MarketingDeveloperPega-Portal-Developer
ConfigureDecisioningGrants the ability to configure configuration of Decisioning. Used to conditionally show menu items from the navigation rules.PegaNBAM_FW:AdministratorPegaNBAM_FW:ConfiguratorCustomerDecisionHub:Administrator@baseclass
CDHLoggedInAllows to select the setting Allow direct invocation from the client or a service for Activity rules when necessary, usually when the activity is called from a script. CustomerDecisionHub:AdministratorCustomerDecisionHub:AnalystDecisionManager:CDHDecisionManager:PegaMarketingPegaMarketing_FW:MicrositeAccessRolePegaNBAM_FM_FW:FieldMarketerPegaNBAM_FW:AdministratorPegaNBAM_FW:BatchPegaNBAM_FW:ConfiguratorPegaNBAM_FW:MarketingAnalystPegaNBAM_FW:MarketingArchitectPegaNBAM_FW:MarketingDeveloperPegaNBAM_FW:MarketingManager@baseclass
MarketingManagerUsed in the MKTApplicationMainMenu to show Usage History to managers. Used by the PUMADecisionMainMenu to show Batch Data to managers.PegaNBAM_FW:MarketingManagerPega-Landing
MKTApplicationConfigurationUsed in the Configuration menu of the Customer Decision Hub portal to enable access to Application Configuration and various admin-level landing pages.PegaNBAM_FW:ConfiguratorCustomerDecisionHub:AdministratorData-Portal-Marketing
MKTApplicationConfigurationGrants the ability to access the Application Configuration landing page.PegaNBAM_FW:ConfiguratorCustomerDecisionHub:AdministratorPega-Landing
MKTNotificationConfigurationGrants the ability to access the Push Notifications landing page.PegaNBAM_FW:ConfiguratorCustomerDecisionHub:AdministratorPega-Landing
MKTOverrideExclusionGrants the ability to override the Global Exclusion List configured for the application.PegaNBAM_FW:MarketingManagerCustomerDecisionHub:AdministratorData-Portal-Marketing
ReadOnlyThis privilege is used as the update privilege to simulate read-only access. It requires no access roles.NonePegaMKT-Work
ReadOnlyThis privilege is used as the update privilege to simulate read-only access. It requires no access roles.NoneRule-Obj-Report-Definition-Segment
ViewAlertsGrants the ability to access the Alerts shortcut in the footer.PegaNBAM_FW:AdministratorPegaNBAM_FW:MarketingDeveloperCustomerDecisionHub:Administrator@baseclass
ViewInspectionPrefsGrants the ability to access the Inspection Prefs shortcut in the footer.PegaNBAM_FW:AdministratorPegaNBAM_FW:MarketingDeveloperCustomerDecisionHub:Administrator@baseclass
ViewMAOperatorMenuGrants the ability to access the Operator menu in the Customer Decision Hub portal.PegaNBAM_FW:AdministratorCustomerDecisionHub:AdministratorPega-Portal-Developer
ViewPALGrants the ability to access the Performance shortcut in the footer.PegaNBAM_FW:AdministratorPegaNBAM_FW:MarketingDeveloperCustomerDecisionHub:Administrator@baseclass
ViewPDNGrants the ability to access the PDN shortcut in the footer.PegaNBAM_FW:AdministratorPegaNBAM_FW:MarketingDeveloperCustomerDecisionHub:Administrator@baseclass
SocialAdminAccessGrants the ability to access the Social Engagement landing page.PegaFW:SocialAdminPegaNBAM_FW:ConfiguratorCustomerDecisoinHub:Administrator@baseclass
pzBiasPolicyConfigurationGrants the ability to access the Ethical Bias Policy landing page.CustomerDecisionHub:AdministratorCustomerDecisionHub:AnalystPegaNBAM_FW:AdministratorPegaNBAM_FW:MarketingManagerPegaNBAM_FW:MarketingAnalyst@baseclass
ComplianceAuditGrants the ability to perform compliance audits in Pega 1:1 Operations Manager change requests.<your Operations Manager overlay application>:TeamLeadPegaOperationsManager_Core
ComplianceAuditGrants the ability to perform compliance audits in Pega 1:1 Operations Manager change requests.<your Operations Manager overlay application>:TeamLead
CanComplianceActionApprove Grants the ability to perform compliance audits in Pega 1:1 Operations Manager change requests.<your Operations Manager overlay application>:ComplianceAudit
CanWithdrawCRGrants the ability to withdraw change requests.<your Operations Manager overlay application>:Admin<your Operations Manager overlay application>:ComplianceAudit<your Operations Manager overlay application>:TeamLead<your Operations Manager overlay application>:NBASpecialist<your Operations Manager overlay application>:BusinessUser
CanMoveCRToIdeaStage Grants the ability to move the change request to the Idea stage.<your Operations Manager overlay application>:Admin<your Operations Manager overlay application>:ComplianceAudit<your Operations Manager overlay application>:TeamLead
CanEditRank Grants the ability to edit the prioritization and rank of the change request.<your Operations Manager overlay application>:Admin<your Operations Manager overlay application>:ComplianceAudit<your Operations Manager overlay application>:TeamLead<your Operations Manager overlay application>:BusinessUser
CanEditCR Grants the ability to edit the change request. <your Operations Manager overlay application>:Admin<your Operations Manager overlay application>:ComplianceAudit<your Operations Manager overlay application>:TeamLead
  • Previous topic Pega Customer Decision Hub dynamic system settings
  • Next topic Disabling the Decision Data Store as action state storage on Pega Cloud

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