Assign a reporting manager.
A short walkthrough of how to set who a colleague reports to. Use the arrows below, the dots, or your keyboard to move through.
Open the dashboard
Sign in to the staff portal. You’ll land on the dashboard, which gives you an at-a-glance view of your organisation. From here you’ll head into the Users area.
Click Users
Open the Users area from the left-hand menu. This is where every colleague’s record lives.
Search for the colleague
Use the search bar to find the colleague you need. You can search by name, email or phone number. The list narrows as you type.
Open the colleague’s profile
Click the edit icon next to the colleague to open their profile. You’ll see their Basic Information by default, with three tabs running across the top.
Open the Reporting To tab
Click the Reporting To tab. This is where you manage who the colleague reports to. Any existing managers will be listed here.
Add a manager
Click Add Manager, then search for the person you want to add. When they appear, click Add next to their name.
Save your changes
Don’t forget this step. Click Save Changes in the top right. Until you save, the manager isn’t added. You’ll see them in the Reporting To list once it’s saved.
