Skip to main content
LinkedIn
Copied!

Table of Contents

Request access case workflow

The Request access case workflow is detailed in the following steps.

  1. An agent searches for and finds a case that they want access to. Attempting to open the case displays an "unauthorized" warning message.
  2. The user clicks Request for access, which creates a new Request Access case. A form displays to the user, who can enter their reason for their access request.
  3. The assignment routes to the case owner's worklist. The case owner can then select the type of access to provide and can either approves or rejects the case.
    • If approved, the requested operator is added as work party to the case with the relevant access role (read access type or edit access type) and a notification is sent to the user, who is then able to access the case.
    • If rejected, a notification is sent to the user with the reason for the rejection.
Suggest Edit
Did you find this content helpful?

Have a question? Get answers now.

Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.

Ready to crush complexity?

Experience the benefits of Pega Community when you log in.

We'd prefer it if you saw us at our best.

Pega Community has detected you are using a browser which may prevent you from experiencing the site as intended. To improve your experience, please update your browser.

Close Deprecation Notice
Contact us