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Modifying other User portal elements

Updated on May 10, 2021

Use Dev Studio to update or edit elements of the Pega Sales Automation portal that can not be edited or updated from within. Before making any changes, identify the sections and fields that you want to modify to better meet your business needs.

Pega Sales Automation Implementation Guide
  1. In the header of Dev Studio, launch the User portal.
  2. In the lower-right corner of the User portal, click the Open runtime toolbar icon.
  3. Click the Live UI icon and perform any of the following actions:
    1. To see more information about an element, click the See available actions icon, and then click the Display info panel for this item icon.
    2. To update an element, click the See available actions icon, and then click Open in Dev Studio to make the changes.

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