Add a manager

  • Updated

A manager can access the statistics of a user (even on courses or sessions they can’t access themselves).

Managers receive a weekly email every Monday, between 2:00pm and 2:30pm (CET). You can review all notifications received by managers here (at the top, click Notifications per role, then select Managers).

Assign a manager or a managee

Platform administrators can assign managers and managees from any group, to any user.

Administrators and user administrators can assign managers and managees if the manager and the managee are in a group they administrate.

  1. In the left sidebar, click on a group.
  2. At the top right, click + → User.
  3. In the left sidebar, click Current members → All.
  4. Click on a user.
  5. At the top right, click managers.svg Managers.
    • If you want to add Managers to this user, click at the top of the Managers section, and select the Managers for this user.
    • If you want to assign this user as a Manager to other users, click at the top of the Managees section, and select the users for whom this user will be the manager.
    • In both sections, you can also add a list of emails by clicking ADD EMAIL ADDRESSES at the bottom left. Make sure the emails correspond to active accounts.
  6. At the bottom right, click CONFIRM.

Assign Managers in bulk

Administrators and user administrators can also mass update managers by uploading a CSV file.

Updating managers via CSV will replace the current manager/managee relationship, so make sure to list any current managers in the CSV file alongside the new managers that you would like to add.

Before making updates, we suggest you verify your current relationship list by exporting the manager/managee list.

Download the CSV template file

You can create a CSV file from scratch, or download a template directly in the platform.

  1. In the left sidebar, click on a group.
  2. At the top right, click + → User.
  3. In the left sidebar, click Current members → All.
  4. Click Import upload.svg.
  5. Click a sample CSV template.

If creating your file from scratch, name column A “email of manager” and name column B “email of managee”.

Fill in the CSV file

Fill in the columns of the CSV file with the email addresses of the users and their corresponding managers.

If a user has more than one manager, add one line per couple. In the example below, the user sir@lancelot.io is linked to two managers: king@arthur.co and lady@lake.net.

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Upload the CSV file

Once you have filled in the emails for your managers and managees, upload it to your user settings.

The email field must be in lower case, without spaces or special character. If you use Microsoft Excel, we suggest using the formula =LOWER on both columns.

  1. In the left sidebar, click on a group.
  2. At the top right, click + → User.
  3. In the left sidebar, click Current members → All.
  4. Click Import upload.svg.
  5. Click CHOOSE FILE.
  6. Select your CSV file.
  7. Click IMPORT.
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