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Pega Customer Decision Hub roles

Suggest edit Updated on August 18, 2021

Pega Customer Decision Hub supports roles needed for corporate and field marketing operations. These roles include Analyst, Manager, Administrator, Field Marketer, and Field Marketing Manager.

This matrix describes each of the roles provided with Pega Customer Decision Hub, their default portal, and key dashboard capabilities:

RoleDescriptionDefault portal
AnalystAnalysts create and manage marketing artifacts. They also configure, run, and monitor campaigns.Pega Customer Decision Hub
ManagerManagers manage teams of analysts. They can also review and approve campaigns.Managers can perform operations on various marketing artifacts. They can launch new campaigns, configure parameters, and create new strategies and so on. Case ManagerPega Customer Decision Hub
AdministratorMarket:AdminsAdministrators have access to system configuration features.Dev Studio
NBAA DeveloperNBAA developer can implement and extend the Advisor desktop application to meet specific customer requirements. They can also integrate the Advisor panels into the customer service desktop.Dev Studio
NBAA AgentNBAA agent is typically a customer service, sales, or retention agent that interacts with customers over all assisted channels.NBAA
NBAA Application ManagerNBAA Application Managers can configure and manage the application from a business perspective. This includes defining the customer intents and categories, and actions available for agents.Dev Studio
1:1 Operations Manager Administrator1:1 Operations Manager Administrator extends and defines the 1:1 Operations Manager application.Dev Studio
1:1 Operations Manager Business User1:1 Operations Manager Business User creates and details out business-as-usual change requests1:1 Operations Manager
1:1 Operations Manager NBA Specialist1:1 Operations Manager NBA Specialist works to fulfill the business-as-usual change request based on the details provided1:1 Operations Manager
1:1 Operations Manager Team Lead1:1 Operations Team Lead approves, sizes, prioritizes, and resolves business-as-usual change requests.1:1 Operations Manager
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