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Frequently Asked Questions
Getting Started
- If you already have an active Pega account, navigate to my.pega.com.
- Otherwise, create a free Pega account. An active Pega account not only provides you with full access to all of Pega's websites such as Pega Community and Pega Academy, but it also allows you to own your Pega brand and see how well prepared your Organization is to implement Pega projects.
My Organization
- Ensure your organization’s email address is set as your primary email address. You may check this by navigating to My Settings in the top right menu next to your profile picture.
- If your organization’s email is listed, but not your primary, mark it as primary using the 3-dot menu next to the email address.
- If you don’t see your organization’s email in the list of “Other Email Addresses” (associated with this account)”, then click on the “Add Email Address” and follow the instructions. Please be sure to verify your new email when you get the verification email and sign out and back in again for the changes to take effect.
- If you’re still having issues, please get in touch and we will assist.
Please Note: Drill-down access control is limited to Administrators of an organization. Client and Partner members should connect with their Client Success Manager or their Partner Enablement Representative respectively, for approval and access. If you are unsure of who your organization’s contact is, please send email request to [email protected] and we will assist.
Organization Administrators are able to access metrics on Organization specific badges (Private Badges) by executing the following steps:
1. Click the "Filter Button" at the top of the My Org page which will open the "Filter My Org Metrics" modal.
2. Select the checkbox "Include private badges specific to your organization"
3. Click "Apply Filters"
After My Org reloads the metrics will include private badges in the count of both "Enablement Badges in Progress" and "Recently Earned Enablement Badges". Note: Please be aware that the counts of Exam Ready/Certifications are not affected as there is no such thing as Private Certifications.
Manage Users
Managing Users is limited to an Organization’s Administrators. There are different Admin personas, including Training & Enablement, Support, Partnership, Partner Delivery, and each of these Admins has the ability to manage applicable roles. For a detailed description of each role's access and permissions, please see Manage Users Overview.
Be sure to use your company-based email address, as your primary email, to ensure proper access to any exclusive Pega content or features only available to your company. If you encounter any Manage Users access issues contact [email protected].
Manage Users allows adminstrators, who know their organization best, to maintain access and permissions for members.
The Manage Users Overview document contains a detailed list of all available roles and the permissions associated.
General Support Access grants the user permission to the following resources:
- My Support Portal to create, view, update, and follow support tickets.
- My Pega > My Software to order and download Pega software.
- My Pega > My Security Hotfixes to download Security related hotfixes.
- Pega Predictive Diagnostic Cloud to monitor the performance and health of applications, for both on-premises and cloud environments.
These default permissions are inherited by the additional support roles that can be assigned to users (Support Administrator, Security Contact, Cloud Operation Specialist, Cloud Deployment Specialist and Proactive Incident Contact).
For more information on managing support roles see understanding support user roles.
See the Partner FAQs for more information on Partner access and permissions.
My Groups
Group creation and access control is limited to Administrators of an organization. Client and Partner members should connect with their Client Success Manager or their Partner Enablement Representative respectively, for approval and access. If you’re unsure of who your organization’s contact is, please send email request to [email protected] and we will assist.
(Admins only) To create a group:
- From My Groups
- Navigate to left-hand menu > My Groups > Create a Group
- From My Organization
- Navigate to My Organization > Select the 3-dot menu next to the user you want to add to a Group > Add to Existing Group or Create new Group
- From Find A Community Member
- Navigate to Find A Community Member > Search or use filters to find members > Click on the 3-dot menu on the member’s card > Add to Existing Group or Create new Group
By default, members you add to a Group will not be able to see the Group. Only Collaborators you share the Group with will be able to view the Group members and make comments in the Group.
You may only search for and add members within your organization. If you cannot find the person via the search, they are likely outside of your organization, or they may not have an active account with Pega. You may add members outside of your organization by their email address. Please note that if they don’t have a Pega account you will not be able to find and add them to the Group.
My Spaces
Space creation and access control is limited to Administrators of an organization. Client and Partner members should connect with their Client Success Manager or their Partner Enablement Representative respectively, for approval and access. If you’re unsure of who your organization’s contact is, please send email request to [email protected] and we will assist.
You may only search for and add members within your organization. If you cannot find the person via the search, they are likely outside of your organization, or they may not have an active account with Pega. You may add members outside of your organization by their email address. Please note that if they don’t have a Pega account you will not be able to find and add them to the Space.
Find A Community Member (FACM)
- When searching for a user in Find a Community Member the most recently updated profiles are shown first. If you know the exact name of the user, you may find it helpful to use quotes around your search term to get the closest result.
- If you cannot find the person via the search, they are likely outside of your organization, or they may not have an active account with Pega.
Job Opportunities
Job Opportunities board creation is limited to Administrators of an organization. Client and Partner members should connect with their Client Success Manager or their Partner Tech Enablement Representative respectively, for approval and access. If you’re unsure of who your organization’s contact is, please send email request to [email protected] and we will assist.
My Trials
Access to your trial is SSO using the same credentials as at pega.com, My Pega, and all Pega sites. If you can’t login or you have other access issues, reach out to us for help.
Product documentation is available on Pega Community. Pega Academy is where you can learn in depth about Pega features, and the Support Center is great for specific questions.
You can self-extend your trial 15 days with an action that becomes available the last week of your trial.
While you can only have one system at a time, there is no restriction on the number of times you can sign up. We encourage you to export your work and move it to a new trial when you need more time.
We power down systems when they have been inactive. You can wake up your instance anytime you need. Powering up will just take a couple of minutes.
Exporting from your trial is no problem. In App Studio you can export from the Application Overview or in Dev Studio you can use the Application / Distribution / Export tools.
Absolutely! There’s an invite user feature in App Studio designed just for this. However invited users will not have access to power up your trial from their My Trials page, so they will need to coordinate with you to wake up the system if needed. If you need an invited user to have access to power up your system, reach out to us.
My Software
If you don't see the My Software Feature in My Pega you may not be affiliated to the correct company. Please reach out to the Account Administrator in MSP within your organization to set up access. Note: The My Software feature is available for company emails only. Update your primary email to your company email and reach out to your Account Administrator in MSP to get access.
If you don't see the correct company listed in the dropdown, reach out to your Account Administrator in MSP to get access to My Software.
The My Software feature in My Pega is available to the Account Administrators and Support Contacts (SCs) for your company. For more information about working with Pega Support and about Account Administration in MSP, visit this Pega Community page.
If you think your company is entitled to a product that does not appear in My Software, enter a support request with Pega Support. This link will allow you to create a request; in doing so please select ‘For something I need’. Please provide the contract number and the list of products/versions you are looking to download.
Pega’s goal is to deliver the highest quality software and help our clients best design, deploy and manage their investment in Pega. We strive to continually innovate and evolve our products, providing our clients with richer functionality and higher quality products. As part of this ongoing process, Pega encourages users to implement the latest versions of all available products. If you think you require an older version of Pega Platform or other Pega software, enter a support request with Pega Support. Please provide the contract number and the list of products/versions you are looking to download.
My Security Hotfixes
This is a fix to address a security vulnerability outside of a patch release.
Users in your organization with the General Support Access wil have the ability to download Security hotfixes on My Pega. This is the same access needed to download entitled software
Generally Pega will issue a Client Advisory case with a link to the relevant security hotfix for the issue concerned.
Detailed steps can be found in this support document.
No. This option is available for Security hotfixes only. Hotfixes for other product features can be requested from Global client support via My Support Portal (Create a ticket --> Existing hotfix).
You can review your hotfixes on the download tab in the Security hotfixes area on MyPega.
No, the Download History only provides insight into your actions, rather than providing an overview of your organization.
My Pega Feedback Program
My Pega Feedback Program allows My Pega users to provide feedback on the latest designs and features before they are released. It is a recurring program, and subscribed users will receive an email whenever a new feature or design is ready to be reviewed (users can opt out at any time).
Any Pega user can sign up for My Pega and for the My Pega feedback program.
Follow these steps to join My Pega Feedback Program:
- Visit My Pega and go to "My Pega Preferences"
- Scroll to the bottom of the page and find "My Pega Feedback Program". Select the checkbox.
- Click "Save Preferences" to ensure enrollment.
My Account FAQs
How do I reset my password? Manage my email address? Unlock my account?
Visit our Account FAQs for assistance with your account.
