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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:

  1. Open your access group to see its list of available roles.
  2. Open the role.
  3. Click Manage dependent role and verify that you see one of the PegaNBAM_FW roles as a dependent role.
  4. If required, add the PegaNBAM_FW role to get the latest list of privileges.

 

Some access groups are associated with multiple roles. The order of these roles defines the additional permissions or privileges for the access group. The Stop access checking once a relevant Access of Role to Object instance explicitly denies or grants access option is disabled for these groups, so that the permissions for these roles can accumulate.

To remove permissions, use one of the following rules:
Pega Marketing 7.22 - 8.3 Pega Marketing System Architect Lead System Architect Business Architect System Administrator Low-Code App Development Security System Administration
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