Preparing for the Shared Spaces Management Dashboard for managers

Managers now have access to the Shared Space Management Dashboard. A new tool in the My Team hub. This dashboard gives sales managers key insights into their team's Shared Spaces, helping them track deal progress, coach effectively, and manage admin tasks like transferring ownership when a rep changes roles.

To ensure your managers have access, assign each user a direct manager. This creates the necessary link for accurate reporting and dashboard visibility.

Note: Only a direct manager can view their team’s Shared Spaces in the Shared Spaces Management Dashboard. The Showpad manager (or group manager) role carries different responsibilities.

What's changing?

The new Shared Spaces Management Dashboard allows managers to:

• See all Shared Spaces owned by their direct reports.
• Track engagement and collaboration between their team and buyers.
• View a read-only preview of each Shared Space to see how sellers and buyers interact.
• Transfer ownership of Shared Spaces when team members change roles.
• Archive, reactivate, or delete Shared Spaces as needed.

Note: If a user isn’t assigned a direct manager, their Shared Spaces won’t appear in any manager’s dashboard. This limits visibility and coaching opportunities.

How to prepare

Assign direct managers to unlock the full potential of the new Shared Spaces dashboard. To set your organization up for success, keep these best practices in mind:

• Match direct manager assignments with your HR system whenever possible.
• Ensure every user has a direct manager assigned.
• Tell managers to contact their Showpad admin if team members are missing or incorrectly assigned in their dashboard.
• Review and update assignments after organizational changes.

Choose the method below that best suits your organization:

• For small teams or individual updates
• For mid-size teams
• For larger organizations that manage data in spreadsheets
• For automated and scalable management
• For larger organizations with hard-to-define groups

For small teams or individual updates

You can manually assign a direct manager through the Admin App's Users library.

1. In the Admin App, navigate to Users.
2. Click on the user to whom you want to assign a direct manager.
3. In the user's detail panel, locate the User administration section and click the Direct manager field.
4. Select the user's direct manager from the dropdown menu and click Save changes.

For mid-sized teams

Use bulk editing to update groups of users who share the same direct manager.

1. In the Admin App, navigate to Users.
2. Select the users you want to assign the same direct manager to.
   • You can use the Groups filter to narrow down your selection. Check the top selection box to select all users in the filtered list.
3. Click Edit in the top action bar.
4. In the Details section, select Replace all under Direct manager, then choose the appropriate manager.
5. Click Save changes.

Learn more about editing user details in bulk.

For larger organizations that manage data in spreadsheets

Use CSV export and import to identify users without direct managers and update their direct manager assignments.

1. In the Admin App, navigate to Users.
2. Start by downloading your user list.
   • You can use the Groups filter to narrow down your list of exported users, allowing you to update users in batches. 
3. Click the three dot menu at the bottom of the user list and select Export CSV.
4. Next, download the provided import CSV template for your plan from the bottom of this article.
5. Ensure the columns in your new import CSV file match the template for your plan. 
   • If adjusting the exported CSV:
     1. For current plans, ensure this column is included: 
        • license type 
     2. Or for legacy plans, ensure these columns are included:
        • content license type
        • coach license type
     3. Remove the columns:
        • created at
        • last login at
        • last content update
        • onboarding status
        • promoted in divisions
        • managed groups
     4. Add the columns:
        • action
        • password
        • reset password at first login

6. In the action column, input update in the rows of users to be updated.

   Note: When performing the update action, columns that are left blank will overwrite existing values. Exception: leaving password columns blank will not clear passwords or force a password reset. Columns removed from the exported CSV will not affect existing data.

7. Add or update each user’s direct manager email column with the email address of their manager, who must already be a Showpad user.
8. When ready, upload the updated CSV file back into Showpad. In the Users library. Click Add users and select Import CSV file.

See more about how to prepare and import a CSV list of users.

For automated and scalable management

For the most efficient and scalable solution, we recommend using auto-provisioning with a System for Cross-domain Identity Management (SCIM). Add the direct manager field to your SCIM connection, like Okta or Azure AD. Showpad will then automatically sync users and their reporting lines from your Identity Provider. This eliminates the need for manual updates, ensuring your data is always accurate.

Learn more about auto-provisioning users using the SCIM connection of an SSO provider.

For larger organizations with hard-to-define groups

Showpad Professional Services can design and set up direct mappings from managers to users. This is useful for complex organizational structures. Reach out to your Account Manager to learn more about this service.

User import CSV examples