Profile tab on the Operator ID form

Complete this tab to define a user. The access groups that you specify affect which rulesets, ruleset versions, and portals the user can access.

Contact Information

Field Description
Operator image Optional. Associate a photograph, graphic, or other image with this operator. If no image is specified, a default image from the binary file rule images.dialogprofileimage.gif appears.

For best results:

  1. Prepare a small square image about 25 to 56 pixels on each side, in a JPG, GIF, or PNG format.
  2. Click Browse... or Choose File to navigate to the image file.
  3. Click Upload Image... to upload the image file.
  4. Save the rule.
  • When you save the Operator ID form, an image content data instance ( Data-Content-Image class) is created to hold the uploaded image file. The image is not part of the Operator ID instance.
  • If you delete an Operator ID instance, any associated image content data instance is also deleted. If you copy an Operator ID instance using Save As, the newly created Operator ID instance is not linked to the image.
  • Property pyImageFileName links the Operator ID to an image content data instance.
  • The Delete Image option only disassociates the Data-Content-Image instance from the operator. The image is not deleted.
Title Optional. Enter a title, such as Mr. or Ms.
First name Optional. Enter the first name for this user.
Last name Optional. Enter the last name for this user.
Full name Enter the full name of this user. This text is present in the standard portal displays including Designer Studio, Case Manager, and Case Worker portals. Enter up to 50 characters.

A few standard portal displays use the Short Description field — not the Operator Full Name value — to identify operators. For example, the selection lists presented to managers on the Process Work workspace use the Short Description. To have the system present the full names on such displays, copy the Operator Full Name value to the Short Description field.

Position/job title Optional. Enter the job title or position of this user.
Phone Optional. Enter the business phone number of the user. (If your system includes the optional PegaCALL component, a different property pyExtension holds the phone number; that property does not appear on the Operator ID form.)
Email Optional. Enter an email address for messages sent from this user or sent by an application to this user.
  • The pyEmailAddress property has a maximum length of 40 characters. You can overwrite this property with a higher maximum length if needed.
  • The system does not check the format or validity of the address.

Application access

Specify which applications this operator will access by populating a list of access groups.
Field Description
Access Groups For each row in the grid, select the name of an access group (a Data-Admin-Operator-AccessGroup instance) for this user. Designate a default access group by clicking the radio button next to the desired access group name. Use the expand icon to see a list of roles associated with the access group.
  • If this operator will use a composite portal to enter work items for multiple applications, create and add a distinct access group for each application
  • Application scoping control preferences are stored on the access group level. If you delete (and later re-add) an access group from the list, the Application Explorer will default to displaying results in all application layers.
Application Displays the name and version of the application this operator has access to. Click to open the rule.
Roles Expand the Access Group item to display the access roles that are available to this operator. Click to open the access role rule.


Field Description
Default locale Optional. You can associate an initial locale with this operator that affects the processing and presentation of dates, times, and numbers.

For example, enter de_DE to use the German display mode for dates (DD.MM.YY) rather than the American mode ( MM/DD/YY).

If the Internet Options locale setting for the user's workstation should apply for the application, leave this field blank.

If the field is not blank and the system contains locale-specific rulesets corresponding to rulesets that this user can access, the user can work with an entire localized application.