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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.

Susan 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.

Enter operator details, such as Operator idPasswordFirst nameLast name, and Email.

Click Continue to configure access for the operator.

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 Finish.

Refresh the screen. The operator record for Tim is displayed.

Open Tim White’s operator record.

On the left, within the operator record, click HR details, then click Edit.

Add any HR details and click Submit.

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

On the left, select Access & permissions, then click Edit.

Deselect the Use Default operator access used? 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.

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

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

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