Breadcrumbs

Managers and reporters tab

The Managers and reporters tab allows admins to update manager-reportee relationships using a CSV, such as assigning users to a new manager by importing a CSV.

Alternatively, you can also assign managers to new users or update the manager of existing users when you import user data to Fuse in the Bulk Imports of users tab . Simply add or update the manager’s email address in the Managers column of the CSV:

Screenshot 2023-08-10 at 16.49.18.png

Important information

  • You can only upload CSV files when importing data - attempting to import other file formats will cause the import to fail.

  • UFT-8 encoded CSV files are not supported when assigning managers and reportees via CSV - you must use a standard CSV file.

  • Any mandatory CSV headers must be formatted correctly, as stated in the documentation and accompanying examples, otherwise the import will fail. For example, if a header contains extra characters, incorrect spacing or is missing entirely from the CSV, the import will fail.

  • It is recommended that you import 500 rows of data per CSV file.

Assigning a manager to a user/new reportee

When assigning a manager to a user/new reportee, the CSV file must be formatted in the following way:

Screenshot 2023-08-10 at 14.08.50.png

Header

Description

user_id

In column A, enter the user ID of the user that is being given a new manager.

Screenshot 2023-08-10 at 14.15.35.png

A user’s ID is visible in the URL of their Personal settings page, from reports , or Universal Analytics :  
user_id_personal_settings_page.png


type

In column B, enter manager - this is so that Fuse recognises that the user specified in column C is the new manager.

Screenshot 2023-08-10 at 14.17.31.png


manager_or_reporter_id

In column C, enter the user ID of the user’s new manager.

Screenshot 2023-08-10 at 14.18.45.png


A user’s ID is visible in the URL of their Personal settings page, from reports , or Universal Analytics :  
user_id_personal_settings_page.png

Adding a new reportee to a manager

When adding a new reportee to a manager, the CSV file must be formatted in the following way:

Screenshot 2023-08-10 at 14.39.29.png

Header

Description

user_id

In column A, enter the user ID of the user that is being assigned a new reportee.

Screenshot 2023-08-10 at 14.37.38.png

A user’s ID is visible in the URL of their Personal settings page, from reports , or Universal Analytics :  
user_id_personal_settings_page.png


type

In column B, enter reporter - this is so that Fuse recognises that the user specified in column C is the user’s new reportee.

Screenshot 2023-08-10 at 14.36.58.png


manager_or_reporter_id

In column C, enter the user ID of the user’s new reportee.

Screenshot 2023-08-10 at 15.46.02.png


A user’s ID is visible in the URL of their Personal settings page, from reports , or Universal Analytics :  
user_id_personal_settings_page.png