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Pega Sales Automation for Insurance 7.31 operators and access groups

Suggest edit Updated on March 27, 2019

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 passwordRoleDefault access groupPortals
SFAI_SysAdmin / installSystem administratorCRMSAI:SysAdminDesigner Studio (default)
SFAI_SalesMgr / installSales managerCRMSAI:SalesManagerSales Manager
SFAI_OfflineSalesMgr / installSales managerCRMSAI:SalesManagerSales Manager
SFAI_SalesOps / installSales operationsCRMSAI:SalesOpsSales Ops
SFAI_SalesRep / installSales repCRMSAI:SalesRepSales Rep
SFAI_OfflineSalesRep / installSales repCRMSAI:SalesRepSales Rep
DefaultLocalSalesOps / installSales operationsCRMSAI:LocalSalesOpsSASalesOps_Web
DefaultSalesManager / installSales managerCRMSAI:SalesManagerSASalesManager_Web
DefaultSalesRep / installSales repCRMSAI:SalesRepSales 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 / PasswordUser nameDefault applicationUsage / installAshley JonesSAISampleSales representative
CathyFoxCathy FoxSAISampleSales representative
CentralRep / installKen MiddletonSAISampleSales representative
CentralRepOffline / installDaniel WebbSAISampleOffline sales representative
CentralSalesMgr / installRyan CentersSAISampleSales manager
CentralSalesMgrOffline / installMatt HardySAISampleOffline sales manager
DavidMansfield / installDavid MansfieldSAISampleSales manager
EastRep / installTyler EastSAISampleSales representative
EastSalesMgr / installChris EasthamSAISampleSales manager
EastSalesOps / installKris EagleSAISampleSales operations
GlobalSalesMgr / installJoe LegendSAISampleGlobal sales manager
WestSalesMgr / installPat WestlakeSAISampleSales manager
WestSalesRep / installRic WilsonSAISampleSales representative
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