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Importing users

Suggest edit Updated on October 7, 2021

Create multiple Pega Robot Manager user accounts in just a few clicks by importing a .csv file that contains user data.

Before you begin: Ensure that the authentication method for new users is configured. 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 on import, based on their roles. The association of user roles with an authentication method is configured by the system administrator through dynamic system settings.

The user file to import to Pega Robot Manager must contain the First name, Last name, Email address, Identifier, Department path, Role, and Status columns, as shown in the following example:

User data to import to Pega Robot Manager
The csv file that contains various types of user data required to
                            create the corresponding accounts in Pega Robot Manager

Consider the following points:

  • You can download a template to ensure that your data is formatted correctly.
  • The Email address field is optional. Populate the field so that the corresponding user can receive notifications.
  • When you add users through the Pega Robot Manager portal, the Identifier value becomes their Operator ID in Pega Platform.
  • In the Department path column, the exclamation point character denotes a department level. A valid department path must consist of at least three levels, for example AH!Toys!Cars.

    Downloading the template

  1. In the navigation pane of Pega Robot Manager, click OrganizationUsers.
  2. Click ActionsImport users.
  3. Click Download Template.
  4. Save the template in your directory.
  5. Populate the template with data.
  6. Importing the .csv file

  7. In the navigation pane of Pega Robot Manager, click OrganizationUsers.
  8. Click ActionsImport users.
  9. Select the .csv file that you want to import.
  10. Click Import.
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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