Teams and reporting lines

Reports to and Teams

• Reports to is a field on every user (Invite user and Edit user). It is the reporting line: a manager sees the clients of everyone below them in it, transfers “to the team below” follow it, and approvals and handovers move up it. Team › My team is built from it.
• Teams (the Teams tab on Users & teams) are the branches of your org chart. Each team has a Team manager, members and optional sub-teams. A person can belong to one team only. The manager of a team sees its members’ clients even if their role is own-scope.
• “Below” a person means everyone in their Reports to chain, plus the managers and members of any team or sub-team they manage. Someone in no team keeps their clients visible only to themselves and to company admins.

Building the org chart

1. On Users & teams, open the Teams tab and click Create team. Give it a Team name and a colour, leave Parent team as No parent (top-level team), and pick the Manager.
2. On the team card, the manager is shown first with Team manager. Click Add member to add people (only people not yet in a team are offered), and the pencil to edit the team.
3. Click Sub-team to create a branch under it; the sub-team gets its own manager and members.
4. People in no team are listed under Not in a team yet with an add-to-team icon each.

The Create team dialog

• To move someone, remove them from their team (Remove from team) and add them to the other; the server refuses a second membership (“This user is already a member of another team.”).
• A team cannot be moved under one of its own sub-teams.
• Delete team (in Edit team) sends its members out of the team and moves its sub-teams up a level. Nobody is deactivated.

My team: projects per person

A manager with people reporting to them gets My team in the sidebar. It lists everyone below them in the reporting line in the same department, and for each person the projects they work on. Tick or untick projects and click Save projects: the person then sees inventory, the desk, bookings and accounts work only for those projects. A project’s named head always has that project, and admins and the executive profile see every project. You can only hand out projects you hold yourself.

Related

• What each role can see
• Adding and deactivating users