Have you ever wondered how to add a Direct Manager to one of your employees? Look no further! In this article, we will go over the following how to add a Direct Manager, and how it will impact your Connecteam account.

Adding a Direct Manager

To add a Direct Manager, just head over to the User Details section of your account, select the Direct Manager Custom Field, and assign the correct Direct Manager to your employee.

To add a Direct Manager, just head over to the User Details section of your account, select the Direct Manager Custom Field, and assign the correct Direct Manager to your employee.

How does it benefit me?

After a Direct Manager has been added, you can create specific groups and permissions based on that specific field. Here are a few examples:

Smart Groups

After you have assigned a Direct Manager, creating a group for that specific team is simple. Just head over to Smart Groups, create a new group, and filter for the employees to whom you've assigned the Direct Manager

Chat Permissions

In terms of the chat, you have the option to limit your employees so they can only chat with other employees that share the same Direct Manager (or any other custom field for that matter!)

Directory Permissions

Similar to the chat, you have the option to limit your employees so they can only see other employees that share the same Direct Manager (or any other custom field) within the Directory.

We will continue to incorporate further use cases for the Direct Manager field so stay tuned!

Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies in under 5 mins to ANY question.

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