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Adding members to the sales team

This module is for anyone who wants to learn how to manage access to a Pega Sales Automation™ application.

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. In this module, you will learn how to manage operators in your application.

What you'll learn

By the end of this course, you will be able to successfully:

  • Describe the operator record
  • Create and update operators
  • Leverage access templates

Course Outline

  1. Adding members to the sales team

    • Before you begin
    • Tell me about operators
    • Show me how to add and update operators
    • Let me add operators to an application
    • Before you leave

Choose Your Format

Need help choosing the best format? Learn More.

  • Skill Level

    Beginner

  • Duration

    40 minutes

  • Platform Version

    8.2

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