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Adding an access role

Updated on May 18, 2021

You can update or add a new access role only from Dev Studio.

  1. Log in to Dev Studio by using an administrator account.

  2. In the navigation pane of Dev Studio, click RecordsSecurityAccess Role Name.

  3. To update a role, do the following actions:

    1. On the Access Role Name tab, in the Access Role column, click the Filter icon.

    2. In the Search Text field, enter a search term, and then click Apply.

    3. Click the role that you want to update.

      For example, PegaFSM:CSR
    4. On the role name tab, update the role details, and then click Save.

  4. To add a new role, do the following actions:

    1. On the Access Role Name tab, click Create.

    2. On the New tab, enter a label for the rule configuration record, and configure other settings as needed.

    3. Click Create and open.

    4. Update the new role details, and then click Save.

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