Managers, like other user profiles, can be imported using the bulk import tool. To ensure Managers have access to their teams in Nexus, they must be assigned as the Manager of their team during the import process.
Follow the steps below to complete this setup:
First, add the Manager Profile to the Import sheet
- The Manager must be new to Nexus (i.e., not already in the system).
- Ensure you follow the guidance in this article for adding Managers and this article for entering the required information.
- The Manager must have:
- Portal Access set to Yes
- A unique and valid email address
- The Manager Role set to Yes
Secondly, assign their team
-
Identify the row where the Manager’s profile is located (e.g., Row 4).
- Go to Column BO – Manager of - Team Name.
-
In the same row (e.g., BO4), enter the exact team name as it appears in the import sheet or in Nexus.
⚠️ The team name must match exactly to ensure the assignment works correctly.
Lastly, Import the sheet
- Use this guide to import the spreadsheet into Nexus.
- If you encounter any issues, refer to this guide for help with error messages.
Example
| Name | Role(s) | Column BJ: Team (Line Manager's Team) | Column BO: Manager of Team Name |
|---|---|---|---|
| Alice Smith | User | Sales Team | (empty) |
| Bob Johnson (Alice’s Manager) | Manager | (empty) | Sales Team |
| Carol White (Alice’s Manager & Requires the app) | User, Manager | Sales Management Team | Sales Team |
-
Alice Smith has the User role:
- ✅ Column BJ is filled in with her line manager’s team: Sales Team
- ❌ Column BO is not filled in (correct)
-
Bob Johnson has the Manager role:
- ❌ Column BJ is not filled in (correct)
- ✅ Column BO is filled in with the team he manages: Sales Team
-
Carol White has both User and Manager roles:
- ✅ Column BJ is filled in with her line manager’s team: Sales Management Team
- ✅ Column BO is filled in with the team she manages: Sales Team
What about team references?
- Team references are primarily used by clients integrating with Nexus via APIs.
- If you're using team references:
- Enter them in Column BK (Team Reference)
- Also enter them in Column BP when assigning Managers to teams
-
Important Notes:
- Team names are mandatory; team references are optional
- You cannot import team references for teams that already exist in Nexus