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Reporting structures

Designating someone as a direct report will allow you to set 1on1s with that person, as well as receive weekly check-ins and automatic status reports. Each person in an organization can only report directly to one other person. When a team Manager invites a new Workboard user to join their team, that new user will automatically become a direct report to that manager.

A dotted line relationship is the same as a direct report, but for the purposes of the org chart you are not directly connected. You can have a dotted line relationship with as many people as you feel necessary. If you find you have a dotted line report but don't want to receive their weekly summaries, switch them to an internal collaborator.

An internal collaborator is someone within your organization that does not report to you. This is a good option for project teams when you do not wish to receive automatic reports from team members.

An external collaborator is someone outside your organization. They will not be able to see any of the goals inside the organization but will still be able to collaborate on action items on the team they are invited to.

Changing reporting structures

Your Workboard account administrator can set and change direct and dotted-line reporting relationships using the Administrator Tools, found under the Settings menu in the upper right of each Workboard screen.

(Note: If you are an Elite Enterprise user, your account administrators have been enabled during your onboarding process. For all other users, the account administrator is the first person in your organization who joined Workboard. To change or add administrators, please file a ticket.)

Accessing the Administrator Tools

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