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Adding and updating operators

Introduction

A user of Pega Sales Automation™ has an operator record that defines roles, territory affiliation, and data access. The user can be a member of your sales organization or a partner's sales organization.

Video

Transcript

Barbara Jones works on the sales operations team.

Sarah Kendall, the sales manager for North America, asks Barbara to add an operator for a new member on her team.

Tim White, the new team member, starts as a sales representative for the South East territory.

To add an operator, open the Operators page.

Click Create operator.

Create Operator

Enter operator details, such as Operator id, Password, First name, Last name, and Email.

Click Next to configure access for the operator.

Operator Details

Set the Operator type to Sales Representatives.

Set the Default territory to South East.

By default, full access is provided to only the primary territory and its children.

Click Next to proceed to sales goals.

Operator Access

Sales goals have not yet been defined for Tim.

Click Next to proceed to HR details.

Add any HR details and click Finish to create the operator.

The operator record for Tim is displayed.

You can update operators from the Actions menu.

Let’s update Tim’s operator so that he can see all organizations in North America.

Select Update access & permissions in the Actions menu.

Update Permissions

Deselect the Use default operator access? option.

Set the Primary territory.

Add full permissions for all entities for the South East territory.

Then, add read permissions for North America under Organization.

Click Submit to save the changes.

Operator Access

On the operator record, open the Access & Permissions tab to verify the updates. 

Tim White

That is how you create and update operators. You have now reached the end of this demo.


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