Skip to main content

 –

Securing case access

Suggest edit Updated on November 26, 2021

Improve the security of your Microjourney by configuring case access. When you define what case types and attachments a user can view and edit, you ensure that only the appropriate case workers can acquire specific information about your business processes.

For example, you can ensure that only managers can view documents that include sensitive customer data, and that only case workers with the right permissions can work on cases that process this data.
  • Configuring case type access

    The Access Manager Work & Process tab provides information about the authorizations to operations in the application that users have, based on case types (work classes) in the application. Use Access Manager to configure the actions that access groups can do with case types.

  • Controlling access to case attachments

    Enforce security requirements and prevent users from inadvertently modifying case data by controlling access to attachments in a case. By applying security polices to case content, you ensure that users only interact with attachments that are appropriate for their role in a business process.

Did you find this content helpful? YesNo

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.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us