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Adding users manually

Suggest edit Updated on October 7, 2021

You can manually add users to departments in your corporate hierarchy.

Before you begin: Ensure that you configured the authentication method for new users. For more information, see Specifying the default authentication method for new Pega Robot Manager users.

New users are assigned basic or single sign-on access to Pega Robot Manager automatically, based on their roles. The association of user roles with an authentication method is configured by the system administrator through dynamic system settings.

  1. In the navigation pane of Pega Robot Manager, click OrganizationUsers.
  2. To add a new user, click ActionsAdd user.
  3. In the New user dialog box, in the First Name field, enter the first name of the user.
  4. In the Last Name field, enter the last name of the user.
  5. Click the Department field and select the department to which the user belongs.
    The department must be at least the third level in the organizational hierarchy.
  6. In the Role field, press the Down Arrow key and select the access group to which the user belongs.
  7. Optional: To enable the user to receive notifications, for example, in case of robot issues, populate the Email address field.
    Note: When you populate this field, email address automatically becomes the user identifier. You can change the user identifier, as needed.
  8. Specify the user identifier by populating the Identifier field.
    When you add users through the Pega Robot Manager portal, the Identifier becomes their Operator ID in Pega Platform.
  9. In the Status field, press the Down Arrow key and select the status of the user.
  10. Click Submit.
    See the following figure for reference:
    Adding users manually
    You can add users manually in the Pega Robot Manager portal
What to do next: For basic authentication, provide the users with the temporary password for the first-time log-on. For more information, see Specifying the default authentication method for new Pega Robot Manager users.Note: Users are prompted to change the password on the first login, after they provide the temporary password. In case of login issues, users can use the Forgot password? button to get a new temporary password.
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