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Optional: Creating personas

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Pega Sales Automation includes default personas. As an author persona, you can also create new personas to suit your business needs.

Creating personas is not a part of the MLP implementation. To implement the MLP version of Pega Sales Automation, see MLP checklist.
  1. In the navigation pane of App Studio, click Users Personas .

  2. In the top-right corner of the screen, click New.

  3. Enter a name for the new persona.

  4. Optional:

    To select an avatar to represent the new persona, select an avatar from the list.

  5. Optional:

    To provide a description of the new persona, in the Description field, enter some text.

  6. Click Submit.

The system creates a persona with 0 associated users.
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 application.
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