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Editing authorizations for case type flows and flow actions in a single access group

Suggest edit Updated on June 30, 2021

In Access Manager you can edit and change the authorization for case type flows and flow actions in a single access group.

Before you begin: To manage case types on the Work & Process tab of Access Manager, you must be logged in as an operator associated with an access group that contains the PegaRULES:SecurityAdministrator or PegaRULES:BasicSecurityAdministrator role.

Note: To edit flows and flow actions, be sure that their containing ruleset is unlocked.
  1. In the header of Dev Studio, click ConfigureOrg & SecurityAccess ManagerWork & Process.

  2. Click Application.

  3. Select or clear any applications that you want to edit.

  4. Click Apply.

  5. Select an access group from the Access Group list.

  6. Expand a case type to see authorizations for each user operation in the case type.

  7. Click Process Flows or Flow Actions to expand the list.

  8. In the column for the access role to be authorized, click the Access icon.

  9. Select one of the following access types:

    • Full Access – Grant operators with this role (as well as all other operators in the selected access group) full access to the item.
    • No Access – Deny operators with this role access to the item.
    • Conditional – Grant access based on an Access When condition. Select an Access When condition under which an operator in the access group can access the item.
  10. Click OK.

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