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Step 3: Defining your access groups

Updated on January 18, 2022

Pega Foundation for Financial Services uses access groups define a set of permissions within an application. Access groups contain permissions for operators (user, manager, administrator), and background processes (event processing, data change tracking).

For more details please refer to Learning about access groups.

Pega Foundation for Financial Services includes operators and access groups for testing and demo purposes installed with PFFS Sample application. These allow you to access the Designer Portal to view and configure the underlying processes and rules, or to launch business processes from a variety of user roles including managers and users. It also includes sample operator IDs for accounting administrators and managers. The password for all operators is install. All operators are disabled, use default operator for Pega platform [email protected] to access the system.

Operator IDAccess groupPortal rule
FSIFSYSADMINPegaFSIF_SampleDeveloper (with access to App Studio)
FSIFSampleSysAdminPegaFSIF_SampleDeveloper (with access to App Studio)
FSIFBusinessAnalystFSIFBusAnalystDesigner Studio (with access to the Requirements Portal)
AccountingSysAdminPegaAccounting_SysAdminDeveloper (with access to Accounting rules)
AccountingManagerPegaAccounting_ManagerAccounting manager
AccountingUserPegaAccounting_UserAccounting user
AccountingVerifyPegaAccounting_SysAdminDeveloper (with access to Accounting rules)
AccountingVerify2PegaAccounting_SysAdminDeveloper (with access to Accounting rules)
AccountingVerify3PegaAccounting_SysAdminDeveloper (with access to Accounting rules)
[email protected]FSIFUserCase Worker
[email protected]FSIFManagerCase Manager
[email protected]FSIFBusAnalystDesigner Studio (with access to the Requirements Portal)

You can use the following operator ID to access the foundation as a system administrator. You can find a full list of users installed with the foundation in the Operators, access groups, and portals topic within this document.

Use this administrator ID to access and work with the foundation rules and processes. Account has been disabled by default. Enable the id and set password prior to using:


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