Adding operators to Sales Automation

Archived

2 タスク

10 分

Pega Sales Automation 8.6

Pega Sales Automation '23 Pega Sales Automation 8.8 Pega Sales Automation 8.7 Pega Sales Automation 8.5 Pega Sales Automation 8.4

表示の対象：All users Applies to: Pega Sales Automation 8.6

初級

英語

シナリオ

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.

チャレンジ ウォークスルー

詳細なタスク

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: [email protected]
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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このモジュールは、下記のミッションにも含まれています。

• Sales Automation Low-Code Developer v3