Accept people and build your team

A manager sees the work of the people who accepted them as a manager. These links are managed in My team.

My team: your direct reports, your managers and pending requests.

My team: your direct reports, your managers and pending requests.

Open My team

Open your profile → My team. The screen has four tabs:

• My team — your direct reports.
• My managers — the people who manage you.
• Incoming — requests waiting for your answer.
• Outgoing — requests you sent.

Add someone to your team

1. Send the request. Tap Invite a team member and choose the person.

2. Wait for the answer. The request stays in Outgoing until the person answers. You can cancel it there.

3. Done. When the person accepts, they appear in My team, and their tasks, reports and documents open for you according to your role.

A team member can also send the request from their side with Request a manager. Then it is your turn: open Incoming and tap Accept or Reject.

Only roles above Professional can have direct reports.

End a link

Either side can tap End relation. After that, the manager no longer sees that person’s records.

Super admins

A super admin can set managers and direct reports for anyone without a request, in Worker audit → Reporting line.

New people

A new person registers from your Invite link, found in your profile. Their profile then shows who invited them. See Join your organization.