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Viewing access groups and operators

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You can view all the access groups or view only the groups that reference an application. You can see all the access groups across the Pega Platform applications and the operators who have access to those applications.

  1. To view all the access groups in Pega Platform, complete the following steps.

    You can also view the operators in a group.

    1. In the header of Dev Studio, click Configure Org & Security Groups & Roles Access Groups .

    2. The fields on this page allow you to learn more about access groups and operators for the current application.

      • Search text – Filter the list to display only those access groups with a specific text value in the name or description.
      • View in Excel – Click to export access group information and operator counts to Microsoft Excel file.
      • Name – Click the access group name to open the access group instance.
      • Description – A short description of the access group.
      • Operators – The number of operators associated with this access group as defined in the operator ID instance. Click the number to display the list of operators.
  2. To view only the groups that reference the current application, click Configure Application Structure Access Groups and Users . The names of the operators in each group are also displayed.

  3. To view the operators who belong to a selected access group, complete the following steps.

    1. Open an existing access group from the navigation panel by clicking Records Security Access Group and selecting an instance.

    2. On the Operators tab, review the operator ID instances that reference this access group. You can click a row to open an operator ID record.

      The following information is displayed for each operator:

      • Full name
      • Operator ID
      • Job position
      • Date and time of last sign-on
  4. To view the operators who are assigned to a particular organization, division, or unit, complete the following steps.

    1. Display the organizational chart by doing one of the following steps.

      • Click Configure Org & Security Organization Organizational Chart .
      • Open the rule form for the organization, division, or unit, and go to the Chart tab.
    2. Select any node within the organization.

    3. Right-click to open the pop-up panel and click View Operators.

  5. To view all operators, do one of the following.

    • Click Configure Org & Security Organization Operators .
    • In the navigation panel, click Records Organization Operator ID .

  • 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.

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