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Contributor ⭐️⭐️⭐️⭐️⭐️
Nov 17, 2022 8:07 PM UTC
Question

Digital Segment - Adding CSM Manager to Dashboard

I need to assign a manager name to all our Digital Segment accounts (they currently say null):

What is the best way to do that so going forward, his name will automatically populate?

Thanks!

2 replies

pope1chase
Helper ⭐️
Nov 18, 2022 4:48 PM UTC

Hi @MelissaC, If “CSM Digital” is a user account, you can assign the manager in the user profile and it will be displayed on all the reports pulling the user’s manager information. 

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sdoty
Gainsight Employee ⭐️
Gainsight Employee ⭐️
Nov 18, 2022 7:53 PM UTC

Additionally if the users are synced from another platform, the manager can be updated there instead, which may have additional benefits to keep your data clean and tidy!

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Steven Doty