I need to restrict a particular insight to a specific access group (as part of reports)

General
, , , , ,
1

I need to restrict a particular insight to a specific access group (as part of reports).

Req : I have more than five reports to created and those can be accessed only by manager role . nobody should not access them from the portal.

How to restrict the reports (developed through insights) as per above requirement.

and provide me way to change the icon for the Explore data (By default it is coming as Home icon).

Thanks in Advance,

Venkat Ch

2

Hi. Have you checked Pega Technical Documentation?

3

Hi @RadoslawZajac , I have gone through this. and tried following the same.

Pega version using is : 24.2.3

{85E93D4E-26FE-432D-849F-9E0B7C684731}
{85E93D4E-26FE-432D-849F-9E0B7C684731}676Ă—317 10.4 KB

couldn’t be able to find the option to select the specific access group.

4

Hi Venkat,

To achieve this, create a When rule in the appropriate class (preferably Rule-Category or your application class) and use it to control visibility.

  1. Navigate to:
    Records → Technical → When

  2. Create a new When rule in the Rule-Category (or relevant application class)
    @equals(pxRequestor.pyAccessGroup, “YourApp:Managers”).

    Thanks,
    Thirumala Rao Challa.

5

@ThirumalaRaoC17341883 , Sure I can create When rule as per suggestion But where do we refer that in the insight ? Can you please let me know.

6

@VenkateshC17599704 - Kindly confirm whether you are using any shortcuts for generating reports. If so, does the system automatically reference the corresponding report category?

Please refer below.

{B281BF23-5F60-4E86-A82B-497C61D06858}
{B281BF23-5F60-4E86-A82B-497C61D06858}552Ă—270 11.9 KB

{A5FE09D0-E04E-4ED2-8EBD-BF7E69FF9042}
{A5FE09D0-E04E-4ED2-8EBD-BF7E69FF9042}669Ă—382 10.7 KB

7

@VenkateshC17599704 Could you try the below configuration?

8

@VVNagaSaiN I approached the same but coludn’t find the option for accessgroup. Please see below screen shot

{5C720877-1033-4CCE-9ABB-38E33DE02A91}
{5C720877-1033-4CCE-9ABB-38E33DE02A91}648Ă—407 8.76 KB

{A95E5FF8-A508-476E-A228-B6DCE39C5169}
{A95E5FF8-A508-476E-A228-B6DCE39C5169}657Ă—320 8.6 KB

9

I tried in 25.1 as I only have that instance. Please raise an INC with Pega Support to confirm if the option is not available in your version or if there is any other issue.

10

Are u using in constellation?

11

Hi @Tharun_K_T , Yes i am using constellation (Pega V24.2.3). Can you please provide solution if you have any.