Importing client user's manager

We would like to be able to set up workflows that have an approval step that is assigned to the "Requestor's Manager." Currently all client users report to themselves under "Resource Management." Is there a way to sync the manager with an Active Directory attribute during our user import process?

Asked by Jesse Gobeli on Wed 6/14/23 4:27 PM
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Answer (1)

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Mark Sayers Wed 6/14/23 4:58 PM

Hello Jesse,

The user import feature requires that you supply the TDX username of the person intended to be the manager of that person. So your AD record for that person would have to be filled with that TDX username value I guess, but that *could* be something you'd do, yes. You could use whatever that AD attribute would be to fill the "Reports To Username" column of your import file.

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