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Editing custom administrator roles

Updated on June 30, 2021

Update custom administrator roles to reflect changes to how administrative tasks are distributed and managed.

The first administrator created on the account, as well as any user that is assigned access to AdministrationOrganizationRoles and Permissions, can edit custom 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. In the row of the custom administrator role that you want to edit, click the More options icon, and then click Edit.
    More options for custom administrator roles
    Three dots icon opens menu with edit option
    Result: The Edit dialog box for the role shows the current name, description, and page access for the role.
    Edit dialog box for a custom administrator role
    Edit dialog box shows pages currently selected
  4. In the Edit dialog box, update any of the following information:
    • Role: Rename the administrator role.
    • Description: Update the description of the role.
    • Pages: Update access to specific administrator pages by selecting or clearing the check boxes. The Organization list is expanded by default to ensure that you review all selections for the tabs under this page.
  5. Click Submit.
Result: The updated role is available for selection when you add or edit application users. For users who are already assigned to the role, changes take effect the next time that the user logs on to Workforce Intelligence.

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