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Granting portal access to an access group

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Associate a portal with an access group to control which workspaces or web channels are available to users while they work in your application.

  1. Open an access group by searching for it or by using the Records Explorer.

    To open your current access group, select the Access group option from the Profile menu.
  2. Click the Definition tab.

  3. In the Available portals section, click + Add portal.

  4. In the Name field, press the Down Arrow key, and then select a portal.

    For example, select pxPredictionStudio to give the data scientists on your team access to the Prediction Studio workspace.

  5. Optional:

    To make this portal the default for all operators in the access group, select Default next to the portal name.

  6. Click Save.

Users who belong to the access group can switch from their current workspace or web channel to the portal that you provide.

  • Keystores

    A keystore is a file that contains keys and certificates that you use for encryption, authentication, and serving content over HTTPS. In Pega Platform, you create a keystore data instance that points to a keystore file.

  • Changing your workspace

    For the complete and multidimensional development of your application, switch from one workspace to another to change the tools and features that are available in your work environment. For example, you can create resources such as job schedulers in Dev Studio, and then manage and monitor those resources in Admin Studio.

  • Adding a role to an access group

    You can assign access roles to an access group so that users who belong to the access group have a consistent set of functions available to them.

  • 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.

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