Skip to main content

         This documentation site is for previous versions. Visit our new documentation site for current releases.      

Managing partners

Updated on May 10, 2021

An operator with the Global Sales Ops persona can set up and administer partners, and delegate user (operator) administration to a Local Sales Ops persona at the partner organization. Partners are external agencies that you work with.

Pega Sales Automation Implementation Guide
  1. Log in to Pega Sales Automation as a Sales Ops.
  2. In the User portal navigation pane, click Partners.
  3. Choose either of the following actions:
    1. To add a partner, click Create Partner.
    2. To add multiple partners at a time, you can import partner information.
      For more information, see Pega Sales Automation entities.
    3. To edit a partner, select the partner and then click Edit.
  4. Optional: To give the partner access to your application and assign the partner to a territory, select the Operator Access Required check box.

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best. is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us