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Optional: Defining security

Updated on September 14, 2021

Content visibility can be restricted at the taxonomy category level, allowing only privileged users access to the restricted content using search, suggested content, or the top-rated articles sections of the portal. Pega Knowledge uses Pega access roles to restrict content visibility.

Pega Knowledge Implementation Guide

Assigning access roles in Pega requires visibility to that application using an operator that has privileges for the system administrator role and access to the Pega Knowledge portal. It is a best practice to modify one of your Pega application's System Administrator operator's access group or create a new operator to include the KMPortal portal and PegaCA:Publisher role. The operator's application rule should also include the PegaKMPortal:08-03 ruleset that is placed above any Pega- rulesets. This operator then has access to both your application and Pega Knowledge, allowing the visibility and assignment of your application's access roles to the taxonomy categories through the Taxonomy editor.

Note: As a Security administrator (Pointing to CPMKMSecurityAdmin access group), you can define the security for Pega Customer Service access roles.

Assigning security restrictions is hierarchical, meaning that if a higher level taxonomy category has assigned (one-to-many) access roles, then all its related child categories inherit those roles. Any content assigned to these child taxonomy categories requires that the end user have at least one of the assigned access roles to enable visibility.

If an access role is assigned at a lower (child) level in a taxonomy category hierarchy, with no other access roles assigned above the child, then only content at the level where the access role is assigned would require the user to have that access role. Content linked to taxonomy categories above the child with the access role would not have any visibility restrictions, assuming that no access roles are assigned at the higher levels in that category hierarchy.

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