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Creating custom administrator roles

Updated on June 30, 2021

Securely distribute administrative tasks across multiple administrators by creating and assigning custom administrator roles. Rather than using only a single administrator role that provides access to all administrative features, you can create roles to support how your organization manages Pega Workforce Intelligence and also trains and promotes administrators.

The first administrator that is created on the account has permissions to create the additional administrator roles. The Service Delivery team assists with the creation and assignment of the first administrator during the Pega Workforce Intelligence onboarding process.
  1. In the header of Pega Workforce Intelligence, click AdministrationOrganization.
  2. On the Organization page, click the Roles and Permissions tab.
  3. On the Roles and Permissions tab, click Actions Create New.
  4. In the New Role dialog box, in the Role field, enter the name of the administrator role.
  5. Optional: To help administrators find the role more easily, in the Description field, enter the primary purpose of the role.
    Tip: Descriptions are displayed as a list with tooltips on the Roles and Permissions tab. The pages that you select are also displayed as a list with tooltips on this tab. Rather than listing pages in a description, describe the function or purpose of the role, as shown in the following example:
    Example of descriptions as tooltips
    A tooltip is displayed on hovering over the description of a
  6. In the Pages section, assign access to specific administrator pages by selecting the check boxes.
  7. Optional: To provide access to only specific tabs on the Organization page, expand the list under Organization and then select the check box for the tabs.
    For example: If you want the administrator role that you create to have access to only the Data Collectors and Departments tabs on the Organization page, your selections look like the following example:
    Tab level access for the Organization page
    Organization expanded to show check boxes for each tab
    Note: If you select the Roles and Permissions check box in the list of pages, any administrator that is assigned to the role can create and edit custom administrator rolesin addition to the first administrator on the account.
  8. Click Submit.
Result: The administrator role is available for selection when you add or edit application users.

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