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Reviewing user privileges for a role by using Access Manager

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In Access Manager you can see all the associated privileges for a selected role in a selected class. You can also generate a report that shows all the privileges granted to each case type.

To use the privileges tab of Access Manager, you must be logged in as an operator associated with an access group that contains the PegaRULES:SecurityAdministrator or PegaRULES:BasicSecurityAdministrator role.
  1. In the header of Dev Studio, click Configure Org & Security Access Manager Privileges .

  2. Select Case Type or Data Type.

  3. In the Role field, select a user role from the list.

  4. In the Case Type or Data Type field, press the Down Arrow key and select a case or data type from the list.

  5. Click Show inherited privileges.

    The table displays the following information:

    • Access – The icons indicate the allowed access
    • Privilege Name – The name of the privilege
    • Description – What the privilege does
    • Usage – What a user with this privilege can do
  6. To generate a report in a PDF file that displays all privileges for each case type, click Export authorizations.

  • Access Manager

    Use Access Manager to view and determine what authorization operators have for accessing case types, data, and tools in an application.

  • Granting privileges to an access role

    On the Privileges tab of the Access Manager landing page, you can create, review, and modify privileges for users with different roles to access specific objects of a case and data types.

  • Viewing the roles that have a privilege

    To understand who has various privileges, you can view the roles that have a privilege. You can do this in various ways. The way you view roles and privileges depends on your familiarity with role and privilege names.

  • Standard privileges

    Pega Platform includes about 300 standard privileges. Many of the standard privileges provide the ability to run specific individual standard flow actions and individual standard flows. Alternatively, if you have the AllFlows and AllFlowActions privileges, you can access all the standard flows and all the standard flow actions respectively.

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