Setting up a partner community

Archived

4 Tâches

10 mins

Pega Sales Automation 8.4

Pega Sales Automation '23 Pega Sales Automation 8.8 Pega Sales Automation 8.7 Pega Sales Automation 8.6 Pega Sales Automation 8.5

Visible par : All users Applies to: Pega Sales Automation 8.4

Débutant

Anglais

Scénario

Joel King, a channel manager, wants to create a Q&A community for the partners he manages. Joel want to control who has access to the Q&A community.

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

Role	Username	Password
Channel manager Joel King	jking	rules
Partner seller Jane Austin	jaustin	rules

Your assignment consists of the following tasks

Task 1: Create a private Q&A space.

Task 2: As the partner seller, request access to the space.

Task 3: Approve access for the partner seller.

Task 4: Confirm that the partner seller can access the space.

Présentation du défi

Détail des tâches

1 Create a private Q&A space

1. Log in as channel manager Joel King.
2. Open the Spaces landing page.
3. Click Create space.
4. On the Create a new space page, populate the form with the following values:
   1. Name: Q&A
   2. Description: This space is for partner sellers to post queries and get answers.
   3. Space type: Private
5. Click Done.

2 As the partner seller, request access to the space

1. Log in as partner seller Jane Austin.
2. Open the Spaces landing page.
3. Locate the Q&A space and click on Request access.

3 Approve access for the partner seller

1. Log in as channel manager Joel King.
2. Open the Spaces landing page.
3. Open the Q&A space.
4. Under Members, click the check mark next to Jane Austin.

4 Confirm that the partner seller can access the space

1. Log in as partner seller Jane Austin.
2. Open the Spaces landing page.
3. Locate and open the Q&A space.

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Disponible dans la mission suivante :

• Sales Automation Low-Code Developer v1