@Arun Sankar J Yes, in Pega 24, you can restrict users from creating new Insights and using the "Save As" feature in the Web Portal by leveraging roles and privileges. First, identify and define specific user roles that should not have permissions to create or save Insights. Then, navigate to the security settings in Pega and adjust the privileges associated with these roles, ensuring that the "Create" and "Save As" permissions for Insights are disabled. For the first use case, restrict the creation of new Insights by removing the ability to access the "Explore Data" feature for the targeted roles. For the second use case, customize the Insights interface to hide the "Save As" menu option by modifying the user interface rules or using conditional visibility based on user roles. Additionally, you can use Access Control Lists (ACLs) to enforce these restrictions at a more granular level. It’s also helpful to review and test the role configurations to ensure that users without the necessary privileges cannot bypass these restrictions. By carefully managing roles and privileges, and customizing the user interface as needed, you can effectively prevent users from creating new Insights and using the "Save As" feature in Pega 24’s Web Portal.

Hi @Arun Sankar J,

By using a combination of Access Control, Privileges, and UI Rules (like Visible When conditions), you can successfully restrict users from creating or saving insights in Pega 24. Make sure to customize the roles and privileges to fit your organization’s security and data governance requirements.

Regards

Mohd Qizer Uddin

@Arun Sankar J Can I know what methods did u use to achieve this