Creating operator accounts in Pega Customer Decision Hub
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 creating the first operator record, open it in Dev Studio, and then click
. 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 Reference Organizational Architecture.
Pega Customer Decision Hub users
User roles | User tasks | Access groups | Default portal |
Administrator | Maintaining and administering the application after it is implemented | your Pega Customer Decision Hub implementation application:CDHAdmins | App Studio This access group also grants access to Admin Studio, Prediction Studio, and the Pega Customer Decision Hub portal. |
Next-Best-Action analyst | Translating and optimizing business requirements for next best actions | your Pega Customer Decision Hub implementation application:CDHAnalysts | Pega Customer Decision Hub portal This access group also grants access to Prediction Studio. |
Manager / team lead / scrum master |
| your Pega Customer Decision Hub implementation application:CDHManagers | Pega Customer Decision Hub portal This access group also grants access to Prediction Studio. |
Previous topic Configuring operators, access groups, and other settings Next topic Template access groups and roles