Importing departments and users

To streamline the initial configuration of the organization hierarchy and users, you can import departments and users in Pega Robot Manager™. You can either create a CSV file from scratch or edit a downloadable CSV file template from Pega Robot Manager.

You import departments and users for the initial creation of organizational hierarchy only. You cannot update or edit the existing elements of the hierarchy. In cases of subsequent imports, Pega Robot Manager imports only new entries and ignores the rest.

Ensure that a Pega Robot Manager administrator with the User Admin role manually maintains the hierarchy and users.

1. On the Pega Robot Manager dashboard, click Users to display the Users landing page.
2. On the the Users landing page, on the Departments tab, on the Actions menu, click Import CSV.
   
3. In the Import departments window, click Choose File.
4. Select the CSV file, and then click Import.
   
   You can download the CSV file template or create a CSV file that uses the following columns:
    
   
   • Department name
   • Department description
   • Parent path

1. On the Pega Robot Manager dashboard, click Users to display the Users landing page.
2. On the Users landing page, on the People tab, on the Actions menu, click Import users.
3. In the Import users window, click Choose File.
4. Select the CSV file, and then click Import.
   
   You can download the CSV file template or create CSV file that uses the following columns:
   
   • First name
   • Last name
   • Email address (if users log in to the Pega Robot Manager with basic authentication)
   • UPN (if users log in to Pega Robot Manager with SSO authentication; UPN is for RuntimeUsers)  
   • Department path
   • Role
   • Status

If you log in to Pega Robot Manager with basic authentication, the system generates the default password Pega. Change the password by clicking Forgot password? on the Pega Robot Manager login page.