Question
Synergy BIS
US
Last activity: 30 May 2018 11:56 EDT
Implementing Hierarchical Permissions
I am building a case management application in Pega 7.3.1 and have a requirement to aggregate permissions up the hierarchical organization structure as shown in the example below.
Example:
A supervises B and C
D Supervises E and F
B and C should only be able to see cases/process instances assigned to them
A should be able to see cases assigned to B and C but not to E and F
E and F should only be able to see cases cases/process instances assigned to them
D should be able to see cases assigned to E and F but not to B and C
I have created a hierarchy of Pega Organizations. What should I do to associate and enforce visibility/access to cases for users within the org structure as described above?
***Edited by Moderator Marissa to update categories***
LTI Mindtree
CA
To achieve this functionality you need to build Access group -> Access Role and define appropriate Privileges and Access When rules on your work class. This will control visibility and read only access to your work object.
You always have work group and its manager to control/oversee work of their subordinate.
Example-
- B and C belongs to work group RED and its work group manager will be A.So User A will able to oversee work of B and C
- E and F belongs to work group BLUE and its work group manager will be D. So User D will be able to oversee work of B and C
You can use below access when rules to control:
To achieve this functionality you need to build Access group -> Access Role and define appropriate Privileges and Access When rules on your work class. This will control visibility and read only access to your work object.
You always have work group and its manager to control/oversee work of their subordinate.
Example-
- B and C belongs to work group RED and its work group manager will be A.So User A will able to oversee work of B and C
- E and F belongs to work group BLUE and its work group manager will be D. So User D will be able to oversee work of B and C
You can use below access when rules to control:
| Work- | pxAssignedToMyWorkGroup | May 22, 2013 8:50:31 AM PDT | |
| Work- | pxAssignedToMyWorkGroupManager | May 22, 2013 8:50:31 AM PDT |
I hope this will help you to start building your solution.