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.

In the article we will go over:

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.

What is the Benefit of Assigning Direct Managers?

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.

Take a look at how this looks below:

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!) This can be done by entering the chat settings, heading to the chat permissions and setting them to be "Users can't start chat conversations with other users - unless they have the same 'direct manager."

Take a look at how this looks below:

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. To set this up head to the directory settings to the users tab, and set the settings to be "users can not view anyone unless they have the same direct manager." Take a look at how this looks below:

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