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Configuring a team in Pega 1:1 Operations Manager

Updated on August 3, 2022

After you create the operator accounts, an operator in the TeamLead access group must log in to the Pega 1:1 Operations Manager portal and create the teams, or work groups, for the users.

Team leaders can facilitate the processing of change requests by creating or editing work teams directly in the Pega 1:1 Operations Manager portal, without the need to switch to Dev Studio. Assigning team members like NBA Specialists to a work team provides the ability to share and distribute the team workload through a simple, intuitive interface.
  1. Log in to Pega 1:1 Operations Manager as an operator in the OpsAdmin access group.
  2. In the left navigation pane, click Teams.
  3. Create the following teams:
    Team leaders
    Members of this team can do the following operations on change requests:
    • Withdraw
    • Change stage
    • Approve for build
    • Approve for deployment

    These operations are available for all change requests except Change prediction requests which are view-only.

    The manager of this team should belong to the <your Pega 1:1 Operations Manager implementation application>:OpsMgrAdmin or <your Pega 1:1 Operations Manager implementation application>:TeamLead access group.

    NBA specialists
    Members of this team can do the following operations on a change request:
    • Work on tasks associated with change requests in the Build and Test stages
    The manager of this team should belong to the <your Pega 1:1 Operations Manager implementation application>:TeamLead access group.
    Business users
    Members of this team can do the following operations on a change request:
    • Create and submit new change requests
    The manager of this team should belong to the <your Pega 1:1 Operations Manager implementation application>:TeamLead access group.
  4. Open the teams that you created and remove any pre-populated work queues on each team.
  5. Add the following default work queues for each team:
    • Team leaders - Pending approval and Pending deployment
    • NBA specialists - Pending build
    • Business users - Pending details
  6. To add members to a team, click the gear icon.
  7. Search for the operator that you want to add to the team, and then click Add.
    Important: Make sure that the operator that you are adding is not associated with any other teams or work groups. As a best practice, in Pega 1:1 Operations Manager, the same operator may not combine different user roles.
  8. In the Edit members window, make sure to select the check box Set as the primary team for added operator.
  9. Click Submit.
What to do next: For more information about managing teams, see Creating a team.

    Tags

    Pega Customer Decision Hub 8.6 Decision Management

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