Bulk Assign Managers for Contacts

Last updated: August 7, 2026

Assign a manager to multiple contacts at once using bulk selection. This makes it easy to update reporting structures across your Org Chart without editing each contact individually.

Contents

  • Before you start

  • Bulk assign a manager

  • Need help?

Before you start

Tip: To bulk select contacts, hold Shift and click each contact you want to include.

Bulk assign a manager

  1. Hold Shift and click each contact you want to update.

  2. Click More Actions in the toolbar that appears after selecting contacts.

  3. Select Set Manager from the dropdown menu.

  4. Select the manager's name from the dropdown.

  5. Click Apply to update all selected contacts.

📹 Walkthrough: How to Bulk Assign Managers for Contacts in Centralize

Related: See Update a Contact's Reporting Line for assigning a manager one contact at a time, and Org Chart for how reporting lines map account structure.

Need help?

If you're having trouble bulk assigning managers or the change isn't reflecting, email support@usecentralize.com for assistance.