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Import Restricted Managers to Projects
Tina Chan avatar
Written by Tina Chan
Updated this week

Only Admin users with Edit Account Settings and Data set as On have access to the CSV Import & Export Tool.

You can use the CSV Import/Exporter to:

  • Assign Restricted Project Managers to projects

  • Update the Managers of projects


Assigning Restricted Manager to Projects

If you have multiple Restricted Project Managers (the User Type is Manager and their Projects Access is Restricted), you can use the Projects CSV to bulk-assign projects to these Manager users.

The Manager users must have already accepted the invitation to the account.

1. Download Existing Projects CSV

  1. Hover your cursor to the top right-hand corner, click Settings

  2. Click CSV
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  3. Click on the Projects Tab, expand Projects

  4. Click Download Existing Projects CSV (Only Active Projects are exported)
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2. Download Existing Permissions CSV

  1. Click on the Users and Permissions Tab, expand Update Permissions

  2. Click Download Existing Permissions CSV
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3. Add the User IDs to the Project Manager IDs column

  1. Open the Permissions CSV file downloaded, from the first column, you will find each user's unique User ID

  2. Open the Projects CSV file downloaded, locate the Project Manager IDs column

  3. Add the respective Manager's User ID to each project

  4. If you need to add multiple managers, use a comma as a separator e.g. 23454,43567

  5. DO NOT make any changes to the first Project ID column

  6. Follow the steps here to import the Projects CSV file to Runn.

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