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Creating operator accounts in Pega 1:1 Operations Manager

Updated on May 30, 2022

Review the list of available user roles and access groups, and create operator accounts for your users.

While creating operator accounts, make sure to enable the Allow rule check out option on the Security tab of the operator account.

Tip: After creating the first operator record, open it in Dev Studio, and then click SaveSave as. This operation creates a new operator record with all the settings and preferences that you previously entered.

After you create operator accounts for users of your implementation application, you can invite them to log in at any time.

To learn about best practices for creating an organizational architecture for Pega Customer Decision Hub, see Business Agility in CDH: Organizational Architecture.

Important:

Because Pega 1:1 Operations Manager follows best practice guidelines for case management, the same operator may not combine different user roles. For example, the same operator may not request a change, and then approve their own change request. To execute the entire change request process, make sure to create operator accounts in the BusinessUser, TeamLead / RevisionManager, and NBASpecialist access groups.

You must assign at least one operator to the TeamLead access group as their default access group, otherwise Pega 1:1 Operations Manager does not work correctly.

Pega 1:1 Operations Manager users

User rolesUser tasksAccess groupsDefault portal
AdministratorMaintaining and administering the application after it is implementedyour Pega 1:1 Operations Manager overlay application:OpsMgrAdmin
Note: An operator with the OpsMgrAdmin access group is required to complete the implementation process.
Dev Studio
DeveloperExtending and customizing the Pega 1:1 Operations Manager implementation applicationyour Pega 1:1 Operations Manager extension application:OpsDeveloper
Note: An operator with the OpsDeveloper access group is required to complete the implementation process.
App Studio
Manager / team lead / scrum master
  • Approving and sizing the change requests
  • Reviewing the changes done for the change request
  • Resolving the change request
your Pega 1:1 Operations Manager overlay application:TeamLeadPega 1:1 Operations Manager portal
Business user
  • Creating change requests
  • Updating the details on a change request
your Pega 1:1 Operations Manager overlay application:BusinessUserPega 1:1 Operations Manager portal
Next-Best-Action specialistMaking the changes required to implement the change request.your Pega 1:1 Operations Manager overlay application:NBASpecialistPega 1:1 Operations Manager portal
Next-Best-Action designerModifying the Next-Best-Action configuration.your Pega 1:1 Operations Manager overlay application:StrategyDesignerPega Customer Decision Hub portal
Revision managerMaking changes for any decisioning rule or artifact by using the Pega Platform Revision Management feature.your Pega 1:1 Operations Manager overlay application:RevisionManagerPega Customer Decision Hub portal
Fast track revision managerWorking on and resolving fast track change requests.your Pega 1:1 Operations Manager overlay application:FastTrackRevisionManagerPega Customer Decision Hub portal
Fast track strategy designerAmending or creating business rules as part of a fast track change request.your Pega 1:1 Operations Manager overlay application:FastTrackStrategyDesignerPega Customer Decision Hub portal
Tip: As a best practice, for Pega 1:1 Operations Manager users, only grant access to Revision Portal to your revision manager and selected operators in the your Pega 1:1 Operations Manager overlay application:TeamLead access group.

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