Skip to main content

Table of Contents

Controlling access to an entire case type


Only available versions of this content are shown in the dropdown

Authorized users process salary reviews by using the SalaryReview case type in the HRApp application. You need to ensure that only human resources staff and managers can access the SalaryReview case type.

Assume that these steps have already been done:
  1. Access groups are defined for human resources staff (HRApp:HRStaff) and managers (HRApp:Managers).
  2. A role is defined for salary review processing (HRApp:SalaryReview).
  3. The HRApp:SalaryReview role is assigned to the HRApp:HRStaff and HRApp:Managers access groups.

Do these steps to ensure that only operators with the HRApp:SalaryReview role have permission to open the SalaryReview case type.

  1. In Dev Studio, go to the Work & Process tab of the Access Manager landing page by clicking Configure > Org & Security > Access Manager > Work & Process .

  2. In the Access group field, enter HRApp:Managers. The tab lists permissions that the HRApp:Managers access group has for various roles, case types, and actions.

  3. Expand the SalaryReview case type and the Open action, and ensure that a green check mark is shown for the HRApp:SalaryReview role. A green check mark indicates that permission is granted. You can change the value by clicking the icon.

  4. Repeat the steps above for the HRApp:HRStaff access group.

  5. Repeat the steps above for the other access groups, but ensure that a red X is shown for the Open action of the SalaryReview case type and that the HRApp:SalaryReview role is not listed, showing that no access is permitted. You can change the value by clicking the icon.

Did you find this content helpful?

Have a question? Get answers now.

Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.

Ready to crush complexity?

Experience the benefits of Pega Community when you log in.

We'd prefer it if you saw us at our best.

Pega Community has detected you are using a browser which may prevent you from experiencing the site as intended. To improve your experience, please update your browser.

Close Deprecation Notice
Contact us