Skip to main content

         This documentation site is for previous versions. Visit our new documentation site for current releases.      

What happens when you move a user to another team

Updated on December 10, 2020

In Pega Workforce Intelligence™, you can move data collectors (associates) from one team to another to reflect changes in an organization. Administrators can complete these changes directly in Workforce Intelligence using the import/export features for data collectors. You can export data collectors to get a correctly formatted CSV file, update the team assignments for data collectors, and then import the CSV file. If you move data collectors to a different team, these data collectors are displayed under the new team on their next shift. 

Note: When adding data collectors to a newly-created team instead of an existing team, you must first add the new team to the hierarchy in Workforce Intelligence. After adding the team, you can use import/export from Data Collectors to assign data collectors to the new team. For detailed instructions on updating your hierarchy for data collectors and departments/teams, see the Pega Workforce Intelligence Administration Guide.

The following image shows the import/export options available from the Actions menu under Administration > Organization > Data Collectors tab in Workforce Intelligence.

"Self-service for managing your organization"
Self-service export and import features



  • Previous topic Submitting an onboarding form for Workforce Intelligence
  • Next topic Defining multiple portals for Workforce Intelligence in Robot Runtime


Pega Workforce Intelligence System/Cloud Ops Administrator

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best. is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us