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Question

Digital Segment - Adding CSM Manager to Dashboard

  • November 17, 2022
  • 2 replies
  • 23 views

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  • Contributor ⭐️⭐️⭐️⭐️⭐️

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
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  • Helper ⭐️
  • November 18, 2022

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. 


sdoty
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  • Gainsight Employee ⭐️
  • November 18, 2022

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!