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We are setting up User Roles for the first time and would like to know how to bulk load leaders into each User Role based on certain attributes. Every guidance I have seen requires you to identify individuals and go in to add User Role in that profile. This manual process is not feasible for hundreds of manager roles.

 

There must be some way to add  many leaders into one User Role without going through this process, but I cannot find information on how. Thank you!

Hi Brandon,

 

You are correct, currently, there is not a way for you to do this on your end, however, we have a report on the Glint side that can pull all eligible managers into the created role group. We can also do bulk uploads into a role group for you, either your CSM and the Glint support team can assist with this task.

 

Thank you!


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