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Enabling and disabling operators


You can control which users can access your application or are authorized to work on assignments in your application. By providing the minimum level of access that each user requires, you can improve the security of your application.

For example, you can disable accounts for inactive users or classify a user as unavailable for a specific period of time.

The following tasks can help you restrict a user’s access to your application:

  • Viewing locked and disabled operators

    You can view lists of locked and disabled operators, and unlock or enable them.

  • Disabling an operator

    An inactive operator should not be able to log in to the Pega Platform. Each operator ID has a defined number of days of inactivity before being automatically disabled. However, you can manually disable an operator at any time, if necessary.

  • Enabling operators

    You can manually enable any disabled or locked operators.

  • Unlocking an operator

    An operator can get locked after a certain number of failed login attempts. The security policies specify the default number of failed login attempts before a password is locked. You can unlock the operator manually.

  • Deleting operators

    To ensure that only designated workers can access your application, you can disable access for users that are no longer active, for example, when they no longer work in your organization.

  • 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.

  • 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.

  • Access When form — Advanced tab

    For complex conditions, use this tab to enter conditions and a logic statement that combines them.

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