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Configuring your organizational hierarchy

Updated on January 31, 2022

You can use Pega Robot Manager to deploy automation packages to users who run desktop automations on their local workstations.

For example, you want contact center agents in the customer service department to run an automation package that assists the agents in collecting claim information. You also want to deploy a different automation package to accountants in your finance department. You can model your organization in Pega Robot Manager, and then assign the automation packages to different departments and individual users.
  • Adding departments

    You can add multiple top-level departments and subdepartments, either manually or by using a .csv file to import departments in bulk.

  • Adding users

    You can add users to departments and specify the user access groups, which are associated with the roles that define the tasks that the users can perform.

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