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Import Restricted Managers to People
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 People Managers to people

  • Update the Managers of people


Assigning Restricted Manager to People

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

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

1. Download Existing People CSV

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

  2. Click CSV
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  3. From the People Tab, expand People

  4. Click Download Existing People CSV (only Active People and Placeholders 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 People 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 People CSV file downloaded, locate the People Manager IDs column

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

  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 Person ID column

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

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