The user file that is imported into Pega Robot Manager must contain these columns: First name, Last name, Email address, Identifier, Department path, Role, and Status. See below for an example:

Consider the following points:

• You can download a template to ensure that your data is formatted correctly.
• The Email address field is optional. Populate this 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 mark 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.

Importing the .csv file

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