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Challenge

Adding operators to Sales Automation

2 Tasks

10 mins

Visible to all users
Beginner Pega Sales Automation 8.6 English

Scenario

As new sales representatives join Sarah Kendall's team, they should have default operator access. Sue Smith is joining Sara's team, working in the South West territory. You need to create an operator for Sue.

Use the following credentials to log in to the exercise system:

Role

User name

Password

Sales operations

SFASampleSalesOps

rules

Sales representative

ssmith

rules

Your assignment consists of the following tasks:

Task 1: Create an operator for Sue Smith.

Task 2: Verify access and permissions.

Challenge Walkthrough

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

Detailed Tasks

1 Create an operator for Sue Smith

  1. Log in to your exercise environment as the sales operations user.
  2. On the left, from the Explorer panel, select Operators to open the Operators page.
  3. In the upper-right corner, click Create operator. The operator details screen is displayed.
  4. On the details screen, enter the following information.
    1. Operator id: ssmith
    2. Click Password to set the operator password: rules
    3. First name: Sue
    4. Last name: Smith
    5. Email: ssmith@domain.com
  5. Click Continue. The operator access screen is displayed.
  6. On the Operator access screen.
    1. Operator type: Sales Representatives
    2. Default territory: South West
  7. Click Finish. The Operators screen is displayed. In the upper right corner, click Refresh to show the new operator, Sue Smith.

2 Verify access and permissions

  1. Log in to your exercise environment as Sue Smith.
  2. On the left, from the Explorer panel, select Organizations.
  3. Verify that only organizations in the South West territory are shown in the list.


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