How do you define a user portal in Pega?

Defining a user portal in Pega involves creating roles and configuring the interface to allow users to effectively access and interact with cases. This process ensures that users are granted the appropriate permissions and access they need to perform their tasks within the platform. Roles are essential as they dictate what functionalities and data a user can see and manipulate, creating a streamlined experience tailored to their specific needs.

Configuring the interface means designing how information is presented to the user, which can include elements such as dashboards, menus, and case details. This customization is crucial to ensure that users can easily navigate the portal and access the cases relevant to their work.

While workflows, rule development, and external system integrations are important aspects of the overall application structure and functionality in Pega, they do not specifically define the user portal. Workflows are related to the process automation and user engagement but do not directly address how the user portal is set up. Developing new rules and integrating external systems focuses on enhancing the application's capabilities rather than defining the user interface and user access mechanisms essential to the portal.