User portals

Applications often support multiple types of users, such as case workers and managers. Each type of user interacts with the application in a unique manner. For example, case workers create and process cases, while managers track the progress of cases. Each type of user needs access to tools and features that support their role in case processing.

A user portal is the application user’s view into the application. Pega provides several default user portals. Each portal is customized to the needs of a specific type of user. While these portals can be used in an application as is, some situations require that you customize the layout of the portal or the tools presented to the user. For example, case workers can use their portal to create new work, complete existing work, and run reports. Managers can use their portal to monitor cases in progress and run reports that show case worker and case metrics.