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Configuring access groups and roles

Suggest edit Updated on September 21, 2021

It is a best practice to create new access groups and roles that are based on the default access groups and roles that come with the product. This insulates your application from changes if the roles and groups change permissions in a future release. Refer to the roles and groups that you identified during the procedures.

To update an access group, complete the following steps:
  1. Click Dev StudioConfigureApplicationStructureAccess Groups and Users.
  2. Select the access group that you want to copy.
  3. Click Save as to save the role to your application.
    It is recommended that you name the role with a different name. Update the roles to use the ones that you created for your application.
  4. Click Create and open.
  5. In the Definition tab, map the Name and Version field details with your application and click Save.
  6. Optional: To update an access role, complete the following steps:
    1. Click Dev StudioConfigureApplicationStructureAccess Groups and Users.
  7. Select the access role that you want to copy.
  8. Click Save as to save the role to your application.
    Pega recommends that you give the role a different name.
  9. Click Create and open.
  10. Click Save.
    • Previous topic Optional: Defining the security model and organization structure
    • Next topic Configuring Microsite settings
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