Team hierarchy
Give managers the intended reporting scope.
Sign in with your own approved account. Open Team hierarchy through the sidebar or Master setup. Some actions require administrator/manager permission. Screens use anonymized test data; sample totals are not your company results.
What to do
- As administrator, expand Set reporting manager.
- Select the employee and intended reporting manager, then save.
- Review Reporting assignments and verify the manager account sees the intended direct reports.
Check the result
The reporting relationship is saved; it does not grant hosting access.
Screen markers
- 1. Refresh
- 2. Set reporting manager
On narrow screens, scroll to reach the remaining form fields and actions. Close help to return to your unfinished form.
Why and how this activity works
An administrator opens Team hierarchy. Choose the employee and reporting manager, then save the reporting relationship. Review the hierarchy. Manager visibility covers own and directly reporting sales records; a reporting link does not create hosting sign-in.
हिन्दी में समझें
एडमिन Team hierarchy खोले। कर्मचारी और उसका मैनेजर चुनकर सहेजें। सूची जाँचें। मैनेजर अपने और सीधे रिपोर्ट करने वाली टीम के रिकॉर्ड देखता है। इससे लाइव लॉगिन नहीं बनता।
If something is missing or fails
Check role access, selected record and filters. Read validation errors before retrying. For a conflicting edit, refresh and review the current record. A saved setting does not prove a provider connection is active.
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