Assigning manager relationships defines how your organisation is structured inside WorkSights. These relationships determine reporting lines, access levels, and which users appear in each manager's view. Setting this up ensures the structure in WorkSights matches your organisation accurately.

Before You Begin

Make sure all users have been imported and assigned roles before starting this step. See User Provisioning for how to do this.

Setup Steps

Step 1: Open the Manager Setup Screen

WorkSights displays all users added during provisioning. The left side lists unplaced users. The right side shows the hierarchy you are building.

Step 2: Assign Manager Relationships

Drag a user from the left panel onto their manager in the right panel. WorkSights saves each assignment automatically and updates visibility rules immediately.

Step 3: Adjust or Correct Relationships

If someone was added under the wrong manager, drag them to the correct one. You can reposition as many people as needed until the structure accurately reflects your organisation.

Step 4: Review and Complete

Once the reporting lines look correct, select Next to finish provisioning.

What Happens Next

Manager relationships can be updated at any time from Account Settings. Changes apply immediately across the product.

Once your reporting structure is in place, WorkSights can surface findings and reports scoped to the right people. Managers see activity and Observer findings for their direct reports. Executives see across the whole account.

Related Guides

User Provisioning - importing and assigning roles before setting up reporting lines

Insights - how reporting lines shape what each manager sees in their feed

Activity Dashboard - day-by-day activity view scoped to your team

Daily Reports - daily and weekly briefings shaped by your reporting structure