Identifying Users as Managers and Associating Team Members via CSV Import

Identifying Users as Managers and Associating Team Members via CSV Import

Once the manager type has been created, you can identify a user as a manager and associate users as team members via the CSV import process. Follow the steps laid out in the Knowledge Base article on importing and managing users via CSV, making sure to identify any user as a manager using the Is Manager field.

Some rules:

• The user identified as a manager must be inserted in a CSV row which is prior to the rows of any team member because managers are created in the platform before any team member (these records are created in the platform one row at a time through the CSV file).
• When associating a user with a manager, the manager's username attribute must be used to identify the user who is the manager. You can map any user who is a manager to any of the provisioned manager types, but the user must first be identified as a manager.
• If you set a user (UserA) to be a team member of a user who is not a manager (UserB), then that user (UserB) is turned into a manager and the first user (UserA) becomes a member of his/her team.