See who reports to whom

Set each member's manager, read the org chart, and open a person or a team to see everything connected to them.

In short

Each member can have a manager - another member of the organization. The Members tab shows the people as a list or as an org chart along these manager lines. Opening a person or a team shows who they report to, who reports to them, their teams and what points at them from every module, with a map.

Before you start

Set a manager

  1. Open the organization and choose "Members".
  2. Press the member's row and change it under "Profile" in their card; it saves itself.
  3. In "Manager", search and pick the person they report to. The member and the people below them are not offered, so the line never goes round in a loop.
  4. The change saves itself; to remove the manager, clear the field. Choose "Done" to close.

Read the org chart

  1. On the Members tab, choose "Org chart" above the list.
  2. People with no manager stand at the top. Use the arrow button beside a person to fold or unfold the people who report to them.
  3. Type in "Find a person on the chart" to keep only the people who match, shown inside their lines with every manager above them.
  4. Choose a person to open their card: who they report to, their direct reports and what points at them. Choose a name on the card to move to that person.

What a team connects to

Select a team in the tree. At the end of its page, "Related" lists the team above it, its sub-teams, its people (the lead and the deputy first) and what other modules filed under it. Switch to "Map" to see the same as a graph you can move through.

If something goes wrong

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