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Creating users in Pega 1:1 Operations Manager

Suggest edit Updated on September 21, 2021

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. For more information about creating operator accounts, see Creating an operator ID. Important:

Because Pega 1:1 Operations Manager follows best practice guidelines for case management, the same operator may not combine different user roles. For example, the same operator may not request a change, and then approve their own change request. To execute the entire change request process, make sure to create operator accounts in the BusinessUser, TeamLead / RevisionManager, and NBASpecialist access groups.

You must assign at least one operator to the TeamLead access group as their default access group, otherwise Pega 1:1 Operations Manager will not work correctly.

User rolesUser tasksAccess groupsDefault portal
AdministratorMaintaining and administering the application after it is implementedyour Pega 1:1 Operations Manager implementation application:OpsMgrAdminNote: An operator with the OpsMgrAdmin access group is required to complete the implementation process.Dev Studio
DeveloperExtending and customizing the Pega 1:1 Operations Manager implementation applicationyour Pega 1:1 Operations Manager implementation application:OpsDeveloperNote: An operator with the OpsDeveloper access group is required to complete the implementation process.App Studio
Manager / team lead / scrum master
  • Approving and sizing the change requests
  • Reviewing the changes done for the change request
  • Resolving the change request
your Pega 1:1 Operations Manager implementation application:TeamLeadPega 1:1 Operations Manager portal
Business user
  • Creating change requests
  • Updating the details on a change request
your Pega 1:1 Operations Manager implementation application:BusinessUserPega 1:1 Operations Manager portal
Next-Best-Action specialistMaking the changes required to implement the change requestyour Pega 1:1 Operations Manager implementation application:NBASpecialistPega 1:1 Operations Manager portal
Next-Best-Action designerModifying the Next-Best-Action configurationyour Pega 1:1 Operations Manager overlay application:StrategyDesignerPega Customer Decision Hub portal
Revision managerMaking changes for any decisioning rule or artifact by using the Pega Platform Revision Management featureyour Pega 1:1 Customer Decision Hub overlay application:RevisionManagerPega Customer Decision Hub portal
Tip: As a best practice, for Pega 1:1 Operations Manager users, only grant access to Revision Portal to your revision manager and selected operators in the your Pega 1:1 Operations Manager implementation application:TeamLead access group.
    • Previous topic Creating the overlay application for Pega 1:1 Operations Manager
    • Next topic Configuring a team in Pega 1:1 Operations Manager
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