Creating operator accounts
Create operator accounts for users of your implementation application, and then assign them to the predefined user groups.
The New Application wizard for Pega Customer Decision Hub for Financial Services creates the following default access groups:- your implementation application:CDHAdmins
- This is an access group for administrators. The default portal for operators in this access group is the App Studio workspace in administrative mode for the Pega Customer Decision Hub portal. This access group also grants access to Admin Studio, Prediction Studio, and the Pega Customer Decision Hub portal.
- your implementation application:CDHAnalysts
- analysts and other marketing users. The default portal for operators in this access group is the Pega Customer Decision Hub portal. This access group also grants access to Prediction Studio.
- your implementation application:CDHManagers
- This is an access group for managers. The default portal for operators in this access group is the Pega Customer Decision Hub portal. This access group also grants access to Prediction Studio.
- your implementation application:ProductMarketers
- This is an access group for product marketers. The default portal for operators in this access group is the Pega Customer Decision Hub portal.
- your implementation application:CollectionsManagers
- This is an access group for collections managers. The default portal for operators in this access group is the Pega Customer Decision Hub portal.
- Log in as a Pega Platform administrator.
- Create an operator account using one of the above access groups:For more information, see Creating operator IDs.
- Complete the Profile tab.For more information, see Fields for operator contact information and application access.
- On the Security tab, in the Access
settings section, configure access settings for your operator ID:
- Select Allow rule checkout.
- Click Update password, enter the password for this operator, and then click Submit.
- Click Save.
- Log off and log back in as the operator that you created.
- In the operator preferences, disable the Auto checkout on save
as setting.For more information, see Setting your user preferences.
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