Creating operator accounts in Pega 1:1 Operations Manager
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.
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 Reference Organizational Architecture.
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 roles||User tasks||Access groups||Default portal|
|Administrator||Maintaining and administering the application after it is implemented||your Pega 1:1 Operations Manager overlay
|Developer||Extending and customizing the Pega 1:1 Operations Manager implementation application||your Pega 1:1 Operations Manager extension
|Manager / team lead / scrum master||your Pega 1:1 Operations Manager overlay application:TeamLead||Pega 1:1 Operations Manager portal|
|Business user||your Pega 1:1 Operations Manager overlay application:BusinessUser||Pega 1:1 Operations Manager portal|
|Next-Best-Action specialist||Making the changes required to implement the change request.||your Pega 1:1 Operations Manager overlay application:NBASpecialist||Pega 1:1 Operations Manager portal|
|Next-Best-Action designer||Modifying the Next-Best-Action configuration.||your Pega 1:1 Operations Manager overlay application:StrategyDesigner||Pega Customer Decision Hub portal|
|Revision manager||Making changes for any decisioning rule or artifact by using the Pega Platform Revision Management feature.||your Pega 1:1 Operations Manager overlay application:RevisionManager||Pega Customer Decision Hub portal|
|Fast track revision manager||Working on and resolving fast track change requests.||your Pega 1:1 Operations Manager overlay application:FastTrackRevisionManager||Pega Customer Decision Hub portal|
|Fast track strategy designer||Amending or creating business rules as part of a fast track change request.||your Pega 1:1 Operations Manager overlay application:FastTrackStrategyDesigner||Pega Customer Decision Hub portal|Previous topic Template access groups and roles Next topic Updating the Manager field for your organization units