Pega Sales Automation for Insurance 7.31 operators and access groups
The Pega Sales Automation for Insurance application includes operators and access groups that you use to review the application's capabilities, copy into your application, or extend to meet your business needs.
For security reasons, sample operators are disabled by default, and can be enabled for use in the sample application or copied to create new operators. In addition, the default password for a sample operator must be changed on first use. For information about how to enable an operator, see Enabling operators.
| Name / Default password | Role | Default access group | Portals |
|---|---|---|---|
| SFAI_SysAdmin / install | System administrator | CRMSAI:SysAdmin | Designer Studio (default) All |
| SFAI_SalesMgr / install | Sales manager | CRMSAI:SalesManager | Sales Manager |
| SFAI_OfflineSalesMgr / install | Sales manager | CRMSAI:SalesManager | Sales Manager |
| SFAI_SalesOps / install | Sales operations | CRMSAI:SalesOps | Sales Ops |
| SFAI_SalesRep / install | Sales rep | CRMSAI:SalesRep | Sales Rep |
| SFAI_OfflineSalesRep / install | Sales rep | CRMSAI:SalesRep | Sales Rep |
| DefaultLocalSalesOps / install | Sales operations | CRMSAI:LocalSalesOps | SASalesOps_Web |
| DefaultSalesManager / install | Sales manager | CRMSAI:SalesManager | SASalesManager_Web |
| DefaultSalesRep / install | Sales rep | CRMSAI:SalesRep | Sales Rep |
Tasks that you perform in the Pega Sales Automation for Insurance Implementation Guide refer to the SFAI_SysAdmin primary operator during login steps.
The Pega Sales Automation for Insurance sample application includes the following operators:
| Operator ID / Password | User name | Default application | Usage |
|---|---|---|---|
| [email protected] / install | Ashley Jones | SAISample | Sales representative |
| CathyFox | Cathy Fox | SAISample | Sales representative |
| CentralRep / install | Ken Middleton | SAISample | Sales representative |
| CentralRepOffline / install | Daniel Webb | SAISample | Offline sales representative |
| CentralSalesMgr / install | Ryan Centers | SAISample | Sales manager |
| CentralSalesMgrOffline / install | Matt Hardy | SAISample | Offline sales manager |
| DavidMansfield / install | David Mansfield | SAISample | Sales manager |
| EastRep / install | Tyler East | SAISample | Sales representative |
| EastSalesMgr / install | Chris Eastham | SAISample | Sales manager |
| EastSalesOps / install | Kris Eagle | SAISample | Sales operations |
| GlobalSalesMgr / install | Joe Legend | SAISample | Global sales manager |
| WestSalesMgr / install | Pat Westlake | SAISample | Sales manager |
| WestSalesRep / install | Ric Wilson | SAISample | Sales representative |