Edit account button does not work on existing accounts
Unable to edit accounts from the Sales Automation Representative portal.
Steps to Reproduce
- Launch the Sales Automation Representative portal.
- Navigate to Accounts and open any existing account.
- Click the Edit button. The screen reloads and the Edit popup does not display.
A defect or configuration issue in the operating environment.
The operator did not have the required access role to edit the account.
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.