Pega Marketing and Pega Customer Decision Hub operators and access groups
Pega Marketing and Pega Customer Decision Hub include operators and access groups that you use to review the application's capabilities, copy into your application, or extend to meet your business needs.
| Name | Role | Default access group | Portal |
|---|---|---|---|
| MarketingAdministrator | Systems administrator operator | PegaMarketing:MarketAdmins | Designer Studio (default) Pega Marketing or Pega Customer Decision Hub |
| MarketingAnalyst | Marketing analyst operator | PegaMarketing:MarketAnalysts | Pega Marketing or Pega Customer Decision Hub |
| MarketingManager | Marketing manager operator | PegaMarketing:MarketManagers | Case Manager (default) Pega Marketing or Pega Customer Decision Hub |
| FieldMarketer1 | Field marketer operator | PegaMarketing:FieldMarketers | Field Marketing |
| FieldMarketer2 | Field marketer operator | PegaMarketing:FieldMarketers | Field Marketing |
| FieldMarketer3 | Field marketer operator | PegaMarketing:FieldMarketers | Field Marketing |
| FieldMarketingManager | Field manager operator | PegaMarketing:FieldMarketingManagers | Field Marketing (default) Case Manager |
| CDHAdministrator | Customer Decision Hub administrator operator | CustomerDecisionHub:Administrators | Designer Studio (default) Customer Decision Hub |
| CDHAnalyst | Customer Decision Hub analyst operator | CustomerDecisionHub:Analysts | Customer Decision Hub |
Tasks that you perform when implementing Pega Marketing or Pega Customer Decision Hub refer to the MarketingAdministrator primary operator during login steps.
Associating access groups with roles
The access groups used by these operators in the application are associated with roles. Each of these roles should be built with the associated PegaNBAM_FW role as a dependent role. This ensures that any new privilege granted in Pega Marketing or Pega Customer Decision Hub will be granted to the appropriate operators automatically when upgrading your environment.
To verify that you access groups are associated with the correct role:
- Open your access group to see its list of available roles.
- Open the role.
- Click Manage dependent role and verify that you see one of the PegaNBAM_FW roles as a dependent role.
- If required, add the PegaNBAM_FW role to get the latest list of privileges.
To remove permissions, use one of the following rules:
- To remove all permissions for a given rule, use an Access Deny rule. For more information, see Understanding Access Deny rules.
- For a more granular permission edit, use an Access of Rule to Object rule. For more information, see Understanding Access of Rule to Object rules.
Published February 6, 2017 - Updated January 5, 2021