Ask the Expert - My Pega with Charlie Keating

Join @Keating in this session of Ask the Expert (July 8 - July 19) on My Pega!

Meet Charlie:

Charlie has worked for Pega since the start of 2017. In his role as Senior Digital Marketing Program Manager, he has been the Marketing Product Owner for “My Pega,” a personalized suite of tools and metrics to help Client and Partners manage their business. He also orchestrated the company's digital response to GDPR (General Data Protection Regulation) to be compliant for Marketing activities in the European Union (EU). Prior to Pega, Charlie worked in digital marketing and product management for such industry leaders as American Express, Sanofi and AT&T.

Message from Charlie:

Looking for a single place to start your digital journey with Pega? Welcome to the all-new “My Pega,” your personalized view of the Pega universe, complete with tools and metrics to fuel your success. Learn more about how to update your Profile, search for colleagues with Pega skills and experience, and keep track of your Pega Trials. With “My Pega,” you’re also just a click away from your Training, Community Messages and Support Requests. Begin your Pega journey here.

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July 9, 2019 - 9:53am

Hey Charlie,

I swear this is not a pre-planned audience plant. I actually had a few questions, so why not ask here for everyone's benefit? :)

First one isn't as much a specific question as a request for a brief overview of My Groups vs. My Spaces. I think I can make some pretty educated guesses as to their overall intended purpose, but I can see some areas where there is enough crossover that either could be used to achieve certain needs. It would be great to hear your take on how you see each being leveraged.

Brendan | Community Moderator | Pegasystems Inc.

July 10, 2019 - 6:59am
Response to BrendanHoran_GCS

Hi Brendan,

Thanks for your question!  

A Group was designed as a way to help people evaluate members for a project.  For example, you want to create a new project team and be able to compare them against a list of criteria (e.g., platform ready, most recent certification, availability for a project).  My Groups allows you to create a roster and do a quick comparison.  You can then invite Collaborators to view the Group you created and ask them to provide their feedback (which Group members cannot see).  Based on that feedback, you can add or delete members until you come up with the final configuration. 

Once you finalize the Group you want, you can then create a Team Space, which is a collaborative area that all of the Group Members then become a part of.  Spaces allows the team members to have Pulse conversations with one another; post content (documents and links); create sub-Spaces (if you have sub-teams, for example), and manage tasks (similar to a Trello board).  

Think of My Groups as a planning tool to decide who you want to be on your team, and My Spaces as a working tool once you've created your team.

Does that help?

July 10, 2019 - 1:28pm
Response to Keating

It sure does. Really great stuff!


Brendan | Community Moderator | Pegasystems Inc.

July 11, 2019 - 9:46am
Response to BrendanHoran_GCS

Great!  Thank you!

July 11, 2019 - 12:02pm
Response to Keating

July 9, 2019 - 9:56am

Second question, much more specific :)

I've a group set up with four team members. On the group card displayed on the My Active Groups tab, it says the group has "1 contributing member". What is the metric of "contributing group member" registering against?

Brendan | Community Moderator | Pegasystems Inc.

July 10, 2019 - 7:01am
Response to BrendanHoran_GCS

Good question!  

Contributing Member actually refers to the Collaborators you've invited to comment on your Group.  We're in the process of changing the label on the Active Groups tab to make that clear.  We will also indicate the number of Group Members on the My Groups landing page.  Look for that change to be live by the end of July.

July 10, 2019 - 1:27am

July 10, 2019 - 11:06pm

recently in one webinar i saw presenter accessing invisionapp for tutorials and he told it is for free of access from community, can some one guide us to navigate/access this https://pega.invisionapp.com/d/login/authenticate


Thanks in advance..

July 11, 2019 - 9:50am
Response to vinodkumark

Thanks for your question.  As far as I know, that version is only applicable to Pega employees.

@margo_romo ... could you please provide your perspective on this?  

July 11, 2019 - 10:21am
Response to Keating


Yes, our InVision account is Pega-only. Was there a specific tutorial that you were looking to get more information on?


July 11, 2019 - 7:01am

Hi Charlie - I have two questions for you:

1) What is the process to have access to create a group (My Pega -> My Group -> Create a Group) capability? I would like to have few lead engineers in my Organisation to have this access to help evaluate.

2) Once a group is created, I have added few members to the group and it displays a list of columns. However when I click on "Export to Excel", the boolean values are not populated. For e.g: "Platform Ready".

Please advise.



July 11, 2019 - 9:55am
Response to TittoThommyT

Hi Titto,

Thanks for your questions.

1)  The access to create a Group is managed by Matt Ruffing @RUFFM.  He can help with that request.

2)  I see what you mean about the Readiness values not being populated.  Let me check with the tech team and get back to you.




July 11, 2019 - 10:23am

@Keating  Hi Charlie,

Can the groups/spaces be used for study groups and knowledge sharing as well?

When creating the group, are individuals allowed to search the whole community or is just narrow list?



July 11, 2019 - 10:47am
Response to Rob_Jago

Hi Rob,

Yes, Spaces is a perfect use case for study groups and knowledge sharing!  All members of a Space can have ongoing conversations; post content (links and documents); and assign/complete tasks.

The way My Pega is currently configured, you have to first create a Group before you can create a Space.  We are looking to relax that requirement in the future so that people can create Spaces directly without having to first create a Group.

You need admin access to create Groups/Spaces.  If you have the Create a Group button on your My Groups page (see attached), then you can create a Group and spin off a Team Space from there.  If you don't see the Create a Group, then Matt Ruffing @RUFFM can help with that.

Any member of a Space can search for other members within that Space.  In general, though, Clients can only search for other Community Members within their own organization, as well as Independents and University Students.  Likewise, Partners can only search for other Community Members within their own organization, as well as Independents and University Students.   Independents and Guests do not have access to search.  So, if you're a Client or Partner, you can search via Find a Community Member, which you can access on the left-hand nav in My Pega (see attached).

I hope that helps answer your questions. If not, please leave a follow-up question.  I'm also happy to schedule a call/WebEx with you to walk through any of the My Pega functionality.


July 11, 2019 - 10:48am
Response to Keating

The other screen shot ...

July 11, 2019 - 1:15pm
Response to Keating

@Keating  thank you for you answer.    Your answers are clear.  I can understand the purpose of search restrictions/constraints.  

July 11, 2019 - 4:04pm
Response to Rob_Jago

You're welcome!  Let me know if you have any other questions.

July 12, 2019 - 12:26pm

Great discussion so far everyone!

As we're closing out week 1 of our 2 week session here with @Keating, check out the Tech Talk that @RUFFM did with @FarahFard!

Ask your questions here after you've watched the video

Marissa | Community Moderator | Pegasystems Inc.

July 18, 2019 - 5:13pm

Can you help me and Answer how we can make pyMaxDragDropAttachSizeMB as DSS because I tried that and it doesn't work.

July 19, 2019 - 12:27am
Response to Aditya001

Hi Aditya,

We see that you have a post related to this question: To Restrict Max File Upload through DSS for pyMaxDragDropAttachSizeMB

Please continue driving the discussion over the post. This session is exclusive to My Pega.

Thank you.

Lochana | Community Moderator | Pegasystems Inc.

July 19, 2019 - 11:25am

We're concluding this edition of "Ask The Expert'!  Thanks everyone for your thoughtful questions and comments.

If you have any further questions about "My Pega," please feel free to email me at Charlie.Keating@pega.com.  

Stay tuned for the next edition of "Ask The Expert," to be announced soon.

July 19, 2019 - 11:28am

Thank you all for the great questions and thank you to Charlie for being a wonderful expert!

Lochana | Community Moderator | Pegasystems Inc.