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Adding access roles (Pega Sales Automation)

Suggest edit Updated on December 15, 2021

Pega Sales Automation for Healthcare 8.7 comes with new access roles and privileges. Update your access groups with the new access roles.

Pega CRM for Healthcare Update Guide
By adding the new access roles to the underwirter, fulfillment, and sales manager access groups, you are adding the following privileges:
Existing access groupNew access roleNew privilegePurpose
UnderwriterPegaHCSPM:UnderwriterspmCanAccessUnderwriterTo restrict underwriting access
FulfillmentPegaHCSPM:FulfillmentspmCanAccessFulfillmentTo restrict Fulfillment access
Sales managerPegaHCSPM:ApproveCPRspmCanApproveCPRTo restrict custom plan approval access
  1. In Dev Studio, navigate to RecordsSecurityAccess Group.
  2. From the Access Group tab, select the access group that corresponds to the underwriter.
    1. On the underwriter tab, in the Available roles area, click on Add role.
      The underwriter tab with highlighted newly added access role.
    2. In the new empty field, enter PegaHCSPM:Underwriter and click on Save.
  3. From the Access Group tab, select the access group that corresponds to the fulfillment user.
    1. On the fulfillment user tab, in the Available roles area, click on Add role.
    2. In the new empty field, enter PegaHCSPM:Fulfillment and click on Save.
  4. From the Access Group tab, select the access group that corresponds to the sales manager.
    1. On the sales manager tab, in the Available roles area, click on Add role.
    2. In the new empty field, enter PegaHCSPM:ApproveCPR and click on Save.
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