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Defining operator contact information and application access

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Define an operator's contact information, application access, and localization information so that operators can be communicated with and can access the required applications. The access groups that you specify affect which rulesets, ruleset versions, and portals the operator can access.

For details about the fields on this screen, see Fields for operator contact information and application access.

  1. On the Profile tab, in the Contact Information section, define personal information for the operator. Full name is required.

    • Image
    • Title
    • First name
    • Last name
    • Full name
    • Position / job title
    • Phone
    • Email
  2. On the Profile tab, in the Application Access section, list the access groups that the operator can choose from at run time. Identify the default access group by clicking the radio button next to the access group name.

    • To view the Application Access section, you must have the pxCanManageUsers privilege, which is included in the PegaRULES:SecurityAdministrator role.
    • The application for each access group is displayed. To see the roles in an access group, click the Expand row icon.
  3. On the Profile tab, in the Localization section, list the operator's default locale and time zone.

  4. Click Save.

  • Fields for operator contact information and application access

    Complete the Profile tab to define the contact information, application access, and localization information for an operator. The access groups that you specify affect which rulesets, ruleset versions, and portals the user can access.

  • Learning about access groups

    An access group is a group of permissions within an application. Pega Platform uses these permissions for operators, external system access, and background processes. You define an access group for operators who have similar responsibilities. For example, most applications allow case managers to do actions that are different from the actions of regular operators, so case managers and regular operators belong to different access groups.

  • Learning about operators

    An operator defines a unique identifier, password, preferences, and personal information for a user. Create operators so that people and processes can access your application.

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