By adding the new access roles to the underwirter, fulfillment, and sales manager access groups, you are adding the following privileges:

Existing access group	New access role	New privilege	Purpose
Underwriter	PegaHCSPM:Underwriter	spmCanAccessUnderwriter	To restrict underwriting access
Fulfillment	PegaHCSPM:Fulfillment	spmCanAccessFulfillment	To restrict Fulfillment access
Sales manager	PegaHCSPM:ApproveCPR	spmCanApproveCPR	To 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.

      

      

   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.