Adding application users
Add application users to Pega Workforce Intelligence and assign role-based access to display only relevant tabs and data to each user.
- In the header of Pega Workforce Intelligence, click .
- On the Organization page, click the Application Users tab.
- On the Actions menu, click Create New.
- In the Create New Application User dialog box, in the
First Name and Last Name
fields, enter the user’s name.
- In the Email field, enter the email address for the system to use when setting and resetting the user’s password.
- Optional: To allow the user to sign in using his or her email address and password if
single sign-on does not work, select the Allow sign in with email and
password check box.
- In the Status list, select whether the user is
Active or Inactive.
- From the Roles section, select the check box for each
default role that you want to assign to this user.
- If the Roles section includes custom administrator roles, select the check
boxes for those roles, as needed.
- If you assigned this user to the Analyst User or the Report User role, then
under the Access heading, assign the level of information
that you want this user to see within your organization's hierarchy:
- Click the Select One link.
- Click the name for the level of access or expand the levels until you
find the level you need.Depending on the data that this user needs to access, you can select the company, an entire department, or a specific team.
- Verify that the level displayed under Access is
the correct level of access for this user. For example, if this user needs to view data for the entire Customer Operations department, including all teams within this department, then your final selection looks like the following image:
- Click Submit.
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