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

Consider the following points:

• You can download a template to ensure that your data is formatted correctly.
• For the basic authentication method, the Email address entry is used as the user identifier in Pega Robot Manager. You can leave the UPN column entry.
• For single sign-on, the UPN entry is used as the user identifier in Pega Robot Manager. You can still populate the Email address column so that it is used for other purposes, for example, receiving notifications.
• 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 application header, click Users.
2. Click the People tab.
3. Click ActionsImport users.
4. Click Download Template.
5. Save the template in your directory.
6. Populate the template with data.

Importing the .csv file:

7. In the Pega Robot Manager header, click Users.
8. Click the People tab.
9. Click ActionsImport users.
10. Select the .csv file that you want to import.
11. Click Import.