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Granting privileges by using Access Manager

Updated on March 15, 2022

You can use Access Manager to grant privileges to users with different roles to access specific case and data types.

Before you begin: To use the privileges tab of Access Manager, you must be logged in as an operator associated with an access group that contains the PegaRULES:SecurityAdministrator or PegaRULES:BasicSecurityAdministrator role.
  1. In the header of Dev Studio, click ConfigureOrg & SecurityAccess ManagerPrivileges.
  2. Select Case Type or Data Type.
  3. In the Role field, press the Down Arrow key and select a user role to update.
  4. In the Case Type or Data Type field (depending on the class type that you chose), press the Down Arrow key and select a case or data type from the list.
  5. Click Show inherited privileges.
  6. Click the Add icon.
  7. In the Privilege field, press the Down Arrow key and select a privilege to grant to the role.
  8. Specify the allowed access:
    • Select Full Access to grant the user role full permission.
    • Select No Access to deny the user role access.
    • Select Conditional to grant conditional access, and enter or select a condition that, when true, grants the user role permission.
  9. Click OK.

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