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Configuring your organizational hierarchy


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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.

  • Using Pega Robot Manager

    Use Pega Robot Manager to manage and deploy automation packages to both attended robotic desktop automation (RDA) and unattended robotic process automation (RPA), monitor the performance, health, and throughput of your RPA robots; and manage the life cycle of your RPA robots, including manual start and stop, and defining scheduled actions to enable more throughput when the workload is high.

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