Inviting users to an application
Add users to an application and assign users to roles based on how they interact with a case.
Users and personas
Applications have users, though not all users perform the same tasks.
For example, Service Representative users may access different interfaces and features of
your application than a Client user accesses.
Pega Platform™ provides a User Management feature to help you organize the users of
your application into personas that share common application security and assignments.
Note: only one aspect of securing an application is Assigning users to appropriate personas .
Personas
A persona is the business representation of a type of user.
Personas allow the organization to identify unique needs for application users, and which
could include different user interfaces to meet those needs.
For example, an organization may define a persona to represent a technician, who needs
a user interface that supports performing service tasks.
In App Studio, you can add a new persona by clicking Users > User Management and adding a
persona in the Persona tab.
Once the new persona is created, you can then assign it to users, as well as further
configure the application to meet the persona's needs.
Note: Organizations may create multiple personas to reflect different
marketing approaches that may not impact application or case
design.
Channel interfaces
In Pega Platform, user interfaces are also called channel
interfaces.
Because the needs of different users require access to
different application features, you can configure different
personas and channel interfaces.
For example, in a healthcare application, patients and
doctors must be able to perform different tasks.
Patients can check records and schedule appointments.
Doctors can review patient records, record prescriptions, and
add follow-up comments for patients after office visits.
Define different personas for patients and doctors so that
individual users with the appropriate persona specified can
see the correct channel interface and access the desired
application features.
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When you create an application, Pega Platform provides one
default persona: Users.
Users are case participants that are responsible for creating
and resolving cases.
Create additional personas when a unique combination of
channel interface, responsibilities, permissions, and work
routing requires differentiation from an existing persona.
When you create a new persona, Pega Platform creates
default permissions and a work queue for the persona.
You can modify the permissions and work queue and create
and customize a dedicated channel interface.
Associate a persona to the channel interfaces that best
satisfy the needs of the persona.
Multiple personas can share a channel interface if
appropriate.
For example, the Users persona shows the User
Portal channel as an interface, which is shared with the
customer service representative (CSR), Manager, and Service
provider personas.
User management
A user is an individual who interacts with an application. In App
Studio, create a new user with an email address and assign them a
persona by clicking Users > User management > People.
In the image below, see how you invite users to the application and
assign them the persona of Testers.
