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Optional: Creating personas

Updated on May 10, 2021

Pega Sales Automation includes default personas. As an author persona, you can also create new personas to suit your business needs.

Pega Sales Automation Implementation Guide

Note: Creating personas is not a part of the MLP implementation. To implement the MLP version of Pega Sales Automation, see MLP checklist.

  1. In the navigation pane of App Studio, click UsersPersonas.
  2. In the top-right corner of the screen, click New.
  3. Enter a name for the new persona.
  4. Optional: To select an avatar to represent the new persona, select an avatar from the list.
  5. Optional: To provide a description of the new persona, in the Description field, enter some text.
  6. Click Submit.
Result: The system creates a persona with 0 associated users.
What to do next: To grant permission access to your new persona, see Permission access templates. To grant page access to your persona, see Setting up persona-based access rights to the User portal navigation pane. To associate users with the new persona, see Inviting people to your application.

Tags

Pega Sales Automation 8.6

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