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Creating operator accounts

Updated on September 5, 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.

Pega Customer Decision Hub users

User rolesAccess groupsDefault portal
Administratoryour implementation application:NBAADevelopersApp Studio.

This access group also grants access to the Interaction Portal.

Pega Next-Best-Action Advisor useryour implementation application:NBAAUsersInteraction Portal.
Pega Next-Best-Action Advisor Implementation Guide
  • Previous topic Creating your Pega Next-Best-Action Advisor application
  • Next topic Creating generic operator accounts for the Pega Next-Best-Action Advisor sample application

Tags

Pega Next-Best-Action Advisor 8.7 Decision Management

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