Organize Staff Members by Manager

You can organize staff members in a manager hierarchy, listed beneath their managers or team leads.

The manager hierarchy, which Opportunity Tracking uses, also helps you report on the performance of managers and their staff. You can create up to 12 levels of accounts in the hierarchy.

Tip: You can also view accounts in the manager hierarchy using the standard Staff Accounts by Manager report (Public Reports/Common/Site Administration/Staff Management).

1. Click Configuration on the navigation pane.
2. Expand Staff Management, and then double-click Staff Accounts by Group (or another Accounts report).
3. Double-click the account you want to assign to a manager.
4. Click Department on the ribbon.

   The Departments editor lets you specify the account group and manager hierarchy. You can also view lists displaying the other staff members in the same group and the manager hierarchy.

   Note: You can manage staff groups on the Department page. See Assign a Staff Account to a Group for information about creating and editing groups, and adding and ordering staff accounts in groups. To change group assignments, staff members with the Profiles permission on the Administration tab can drag staff accounts from the open report to the Group folders on the left side of the report.
5. Click the Search icon next to the Manager field.
   The Account Manager Hierarchy window opens.
6. Select the manager you want to assign the account to.
7. Click OK.
8. Click Save.