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Editing application user information

Updated on May 11, 2021

Modify status, access, and other information for application users to keep the information in Pega Workforce Intelligence updated.

  1. In the header of Pega Workforce Intelligence, click AdministrationOrganization.
  2. On the Organization page, click Application users.
  3. Locate the user and click Edit.
  4. In the Edit dialog box, make the appropriate changes in the following fields:
    First NameModify the user’s first name.

    The first and last name appear on the list of users.

    Last NameModify the user’s last name.
    EmailYou cannot modify the user’s email address.

    This address is used when resetting the user’s password.

    Allow sign in with email and passwordThis check box is available if your implementation uses single sign-on.

    Select this check box of you want to allow the user to sign in using his or her email address and password if single sign-on does not work.

    StatusSelect whether the user is Active or Inactive. If the user is no longer an employee, for example, choose Inactive.
  5. In the Roles area, select the check box for each default role that you want to assign to this user.
    Tip: The following table identifies the access associated with each role:
    Analyst User
    Report User✔*
    * The Report User role only provides access to the Shift Updates page on the Administration tab.
  6. If custom administrator roles are also listed, select the check boxes for those roles, as needed.
    Note: Custom administrator roles give the user access to specific administration pages and sometimes specific tabs on the Organization page. The first administrator created on the account and administrators that are assigned access to the Roles and Permissions tab can create custom roles.
  7. Click Access and expand to the level of information that you want this report user or analyst to see.
    Note: This link is only displayed if you assign this user to the Analyst User or the Report User role.
  8. Click Submit.

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