Pega Sales Automation includes default personas. As an author persona, you
can also create new personas to suit your business needs.
Pega Sales Automation
Note: Creating personas is not a part of the MLP implementation. To implement the
MLP version of Pega Sales Automation, see MLP
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
- In the navigation pane of
App Studio, click .
- In the top-right corner of the screen, click New.
- Enter a name for the new persona.
- Optional: To select an avatar to represent the new persona, select an avatar from the
- Optional: To provide a description of the new persona, in the
Description field, enter some text.
- Click Submit.