Sonakshi Chandra (s0001)
Sr. Business Architect
Pegasystems Inc.
s0001 Member since 2017 2 posts
Posted: January 21, 2021
Last activity: February 4, 2021
Posted: 21 Jan 2021 4:34 EST
Last activity: 4 Feb 2021 2:29 EST

Restrict Pulse notes visibility to certain access group


We have a requirement in Sales Automation that we need to restrict pulse notes added on an Organization from certain access groups.

So to consider, if there are 5 teams - Team 1,2,3,4 and 5 and if Team 1 adds a pulse notes about an Org, the need is that while Team 2 and 3 can see the notes, Team 4 and 5 must not see any pulse notes added by Team 1,2 or 3. 

While in Pulse we can make notes private at individual user level but adding so many users manually will be a painful task, rather limiting to teams will be helpful in such scenarios, not just from SA perspective but in broader Pega Products too.

Can we achieve such capability at present in Pega 8.5?

***Edited by Moderator: Pooja Gadige to add platform capability tag***
Pega Sales Automation for Financial Services 8.5 Enterprise Application Development Low-Code App Development Financial Services Business Architect