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
Platform administrators can assign managers from any group, to any user.
Administrators can assign managers if both the manager and the managee are in the group they administrate.
- In the left sidebar, click on a group.
- At the top right, click
+
→User
. - In the left sidebar, click
Current members
→All
. - Click on a user.
- At the top right, click
Managers
.- If you wish to add Managers to this user, click at the top of the section
MANAGERS
, and select the Managers for this user. - If you wish to assign this user as a Manager to other users, click at the top of the section
MANAGEES
, 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.
- If you wish to add Managers to this user, click at the top of the section
- 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.
- In the left sidebar, click on a group.
- At the top right, click
+
→User
. - In the left sidebar, click
Current members
→All
. - Click
Import
- Click
a sample CSV template
.
If creating your file from scratch, name column A “email of manager” and name column B “email of managee”.
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.
- In the left sidebar, click on a group.
- At the top right, click
+
→User
. - In the left sidebar, click
Current members
→All
. - Click
Import
- Click
CHOOSE FILE
. - Select your CSV file.
- Click
IMPORT
.