Skip to main content

This content has been archived and is no longer being updated. Links may not function; however, this content may be relevant to outdated versions of the product.

Support Article

Edit account button does not work on existing accounts

SA-75869

Summary



Unable to edit accounts from the Sales Automation Representative portal.


Error Messages



Not Applicable


Steps to Reproduce

  1. Launch the Sales Automation Representative portal.
  2. Navigate to Accounts and open any existing account.
  3. Click the Edit button. The screen reloads and the Edit popup does not display.


Root Cause



A defect or configuration issue in the operating environment.
The operator did not have the required access role to edit the account.



Resolution



Here’s the explanation for the reported behavior:

The Edit account functionality with the out-of-the-box SFASysAdmin operator is tested successfully and which pointed to the PegaCRM-SFA:SysAdmin access group.

As a local-change, add the missing access roles to the SalesAutomation:SysAdmin access group.
Suggest Edit

Published August 15, 2019 - Updated December 2, 2021

Did you find this content helpful? Yes No

Have a question? Get answers now.

Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.

We'd prefer it if you saw us at our best.

Pega Community has detected you are using a browser which may prevent you from experiencing the site as intended. To improve your experience, please update your browser.

Close Deprecation Notice
Contact us