Save time and effort by adding and assigning managers in bulk. With bulk manager assignment, you can create manager and employee profiles simultaneously, with reporting lines established automatically upon upload.

See how it looks

Key features

• Create multiple user and manager accounts at the same time
• Automatically establish manager-employee relationships during profile creation
• Save administrative time by avoiding manual user-by-user setup
• Maintain consistent manager reporting structures across the platform

You need this to succeed

• Plan: Bigtincan Basic Learning, Bigtincan Basic Readiness, Bigtincan Elite, Bigtincan Essential, Bigtincan Readiness, Bigtincan Standard, or Bigtincan Standard Plus
• Roles and Privileges: Company Administrator
• Prerequisites: An active company administrator profile and a spreadsheet editor like Microsoft Excel

Do this step by step

Download the upload template

1. Click the Reporting tab.
2. Under the Standard Reports section on the left-hand menu, select Administration.
3. Select User Bulk Download from the report list.
4. Click Run Report to generate and download the template file in .CSV format.

Populate the spreadsheet to upload

1. Open the downloaded .CSV template in your spreadsheet editor.

   Note: You must use the spreadsheet exactly as it is formatted, so do not delete, add, hide, or rename any columns.

2. Enter the details of the new managers in their own individual rows.

   Note: You must fill out all required fields, including UserName, CompanyDirectory, LastName, FirstName, Email, and IsActive.

3. Enter the details of the new employees in their own individual rows.
4. For each employee row, locate the ManagerUsername column.

5. Enter the exact username of the employee's assigned manager in the ManagerUsername cell.

   Tip: Both the manager and the employee can be added to the same spreadsheet to process their creation and assignment simultaneously.

   Note: Remove all commas, apostrophes, bars, and slashes from your spreadsheet cells before saving to ensure the upload succeeds.

6. Save your completed spreadsheet in a .CSV format.

Submit the spreadsheet for processing

Via Bigtincan support

1. Send an email to Support@Bigtincan.com from the email address associated with your active company administrator account.
2. Attach your completed .CSV file to the email.
3. Include your name, email address, telephone number, and your Brainshark Company ID or full site URL in the email body.

Via the Batch Upload Utility

Note: The Batch Upload Utility is only supported on Windows devices and cannot be run on macOS.

1. Download the utility zip file and extract the contents into a directory on your computer.
2. Place your completed .CSV file in the same directory as the utility.
3. Run the utility to process the upload. Once the upload job finishes, you will receive an email detailing the processing results.