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Pega Customer Decision Hub access roles and privileges

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Pega Customer Decision Hub uses access privileges to manage various access rights for operators. As an administrator, you can add or remove privileges to or from access roles to manage the access rights for various access groups in your application.

Privilege name Description Owning roles Applies to
CanSeeMKTManagerDashboard Grants the ability to access the Manager dashboard.
  • PegaNBAM_FW:MarketingManager
Data-Portal-Marketing-Studio
CanSeeMKTAdminDashboard Grants the ability to access the Admin dashboard.
  • PegaNBAM_FW:Administrator
Data-Portal-Marketing-Studio
CanAccessCampaigns Grants the ability to access campaigns and the Campaigns landing page.
  • PegaNBAM_FW:MarketingAnalyst
PegaMKT-Work-Program
CanAccessContactPolicies Grants the ability to access contact policies.
  • PegaNBAM_FW:MarketingAnalyst
  • CustomerDecisionHub:Analyst
  • CustomerDecisionHub:Administrator
Rule-PegaMKT-ContactPolicy
CanAccessDataFlows Grants the ability to access data flows and the Data Flows landing page.
  • CustomerDecisionHub:DataAdmin
Rule-Decision-DDF
CanAccessDataMenu Grants the ability to access the Data menu.
  • CustomerDecisionHub:DataAdmin
  • CustomerDecisionHub:DataAnalyst
Data-Portal-Marketing-Studio
CanAccessMarketingCalendar Grants the ability to access the Marketing Calendar and the Marketing Calendar landing page.
  • PegaNBAM_FW:MarketingAnalyst
PegaMKT-Data-MarketingCalendarItem
CanAccessMarketingContent Grants the ability to access marketing-specific content.
  • PegaNBAM_FW:MarketingAnalyst
PegaMKT-
CanAccessMicrosites Grants the ability to access microsites and the Microsites landing page.
  • PegaNBAM_FW:MarketingAnalyst
PegaMKT-Work-Microsite
CanAccessProspectLists Grants the ability to access prospect lists and the Prospects landing page.
  • PegaNBAM_FW:MarketingAnalyst
PegaMKT-Work-ProspectImport
CanChangePortals Grants the privilege to switch portals.
  • PegaNBAM_FW:MarketingAnalyst
  • PegaNBAM_FW:MarketingDeveloper
  • PegaNBAM_FW:MarketingManager
  • PegaNBAM_FW:MarketingArchitect
  • PegaMarketing_FW_Internal:DashboardUser
  • CustomerDecisionHub:Analyst
Pega-Portal-Developer
CanConfigurePaidMedia Grants the ability to create and update paid media settings.
  • PegaNBAM_FW:Configurator
Pega-Landing-Integration
CanCreateMicrosite Grants the ability to modify the application rule and create new microsites.
  • PegaNBAM_FW:MicrositeAdmin
Rule-Application
CanCreateNBADTemplate Grants the ability to create templates in Next-Best-Action Designer. This privilege is not assigned to any access roles out-of-the-box. The scope of this privilege is intended to be limited to an as-needed basis. Rule-PegaMKT-NBA-Model
CanManageNBA Grants the ability to modify the Next-Best-Action Designer configuration and model.
  • PegaMarketing_FW:NBAManager
  • PegaNBAM_FW:MarketingManager
  • CustomerDecisionHub:Administrator
Rule-PegaMKT-NBA
CanPublishToDefault Grants the ability to configure default settings for the Marketing Dashboard in the Pega Customer Decision Hub portal.
  • PegaMarketing_FW:PortalAdministrator
  • PegaNBAM_FW:MarketingManager
  • CustomerDecisionHub:Administrator
System-User-Dashboard
CanResumeFlow Grants the ability to resume a flow by using a flow action. This is privilege must be available to Pega Customer Decision Hub agents through the PegaNBAM_FW:Batch access role. For testing purposes, this privilege is also enabled for developer operators.
  • PegaNBAM_FW:Administrator
  • PegaNBAM_FW:Batch
  • CustomerDecisionHub:Administrator
PegaMKT-Work
CanViewAppExplorer Grants the ability to access the Application Explorer in the Pega Customer Decision Hub portal.
  • PegaNBAM_FW:Administrator
  • PegaNBAM_FW:MarketingDeveloper
  • PegaNBAM_FW:MarketingManager
  • CustomerDecisionHub:Administrator
Data-Portal
CanViewMKTDeveloperShortcuts Grants the ability to access developer shortcuts in the Pega Customer Decision Hub portal.
  • PegaNBAM_FW:MarketingDeveloper
Pega-Portal-Developer
ConfigureDecisioning Grants the ability to configure configuration of Decisioning. Used to conditionally show menu items from the navigation rules.
  • PegaNBAM_FW:Administrator
  • PegaNBAM_FW:Configurator
  • CustomerDecisionHub:Administrator
@baseclass
CDHLoggedIn Allows to select the setting Allow direct invocation from the client or a service for Activity rules when necessary, usually when the activity is called from a script.
  • CustomerDecisionHub:Administrator
  • CustomerDecisionHub:Analyst
  • DecisionManager:CDH
  • DecisionManager:PegaMarketing
  • PegaMarketing_FW:MicrositeAccessRole
  • PegaNBAM_FM_FW:FieldMarketer
  • PegaNBAM_FW:Administrator
  • PegaNBAM_FW:Batch
  • PegaNBAM_FW:Configurator
  • PegaNBAM_FW:MarketingAnalyst
  • PegaNBAM_FW:MarketingArchitect
  • PegaNBAM_FW:MarketingDeveloper
  • PegaNBAM_FW:MarketingManager
@baseclass
MarketingManager Used in the MKTApplicationMainMenu to show Usage History to managers. Used by the PUMADecisionMainMenu to show Batch Data to managers.
  • PegaNBAM_FW:MarketingManager
Pega-Landing
MKTApplicationConfiguration Used in the Configuration menu of the Pega Customer Decision Hub portal to enable access to Application Configuration and various admin-level landing pages.
  • PegaNBAM_FW:Configurator
  • CustomerDecisionHub:Administrator
Data-Portal-Marketing
MKTApplicationConfiguration Grants the ability to access the Application Configuration landing page.
  • PegaNBAM_FW:Configurator
  • CustomerDecisionHub:Administrator
Pega-Landing
MKTNotificationConfiguration Grants the ability to access the Push Notifications landing page.
  • PegaNBAM_FW:Configurator
  • CustomerDecisionHub:Administrator
Pega-Landing
MKTOverrideExclusion Grants the ability to override the Global Exclusion List configured for the application.
  • PegaNBAM_FW:MarketingManager
  • CustomerDecisionHub:Administrator
Data-Portal-Marketing
ReadOnly This privilege is used as the update privilege to simulate read-only access. It requires no access roles. None PegaMKT-Work
ReadOnly This privilege is used as the update privilege to simulate read-only access. It requires no access roles. None Rule-Obj-Report-Definition-Segment
ViewAlerts Grants the ability to access the Alerts shortcut in the footer.
  • PegaNBAM_FW:Administrator
  • PegaNBAM_FW:MarketingDeveloper
  • CustomerDecisionHub:Administrator
@baseclass
ViewInspectionPrefs Grants the ability to access the Inspection Prefs shortcut in the footer.
  • PegaNBAM_FW:Administrator
  • PegaNBAM_FW:MarketingDeveloper
  • CustomerDecisionHub:Administrator
@baseclass
ViewMAOperatorMenu Grants the ability to access the Operator menu in the Pega Customer Decision Hub portal.
  • PegaNBAM_FW:Administrator
  • CustomerDecisionHub:Administrator
Pega-Portal-Developer
ViewPAL Grants the ability to access the Performance shortcut in the footer.
  • PegaNBAM_FW:Administrator
  • PegaNBAM_FW:MarketingDeveloper
  • CustomerDecisionHub:Administrator
@baseclass
ViewPDN Grants the ability to access the PDN shortcut in the footer.
  • PegaNBAM_FW:Administrator
  • PegaNBAM_FW:MarketingDeveloper
  • CustomerDecisionHub:Administrator
@baseclass
SocialAdminAccess Grants the ability to access the Social Engagement landing page.
  • PegaFW:SocialAdmin
  • PegaNBAM_FW:Configurator
  • CustomerDecisoinHub:Administrator
@baseclass
pzBiasPolicyConfiguration Grants the ability to access the Ethical Bias Policy landing page.
  • CustomerDecisionHub:Administrator
  • CustomerDecisionHub:Analyst
  • PegaNBAM_FW:Administrator
  • PegaNBAM_FW:MarketingManager
  • PegaNBAM_FW:MarketingAnalyst
@baseclass
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