Direct Reports

Direct Reports lets TeamGlimpse know who reports to whom. The relationship is teammate-to-teammate, so it works whether or not those teammates have a linked TeamGlimpse user account.

There are two pages, both under People in the sidebar:

My Direct Reports — visible to Managers (and higher). Edit your own reports.
Direct Reports — visible to Admins and Owners. Edit the reports of any teammate in the organization.

Both views share the same building blocks: a list of reports with a remove button, and an Add direct report dialog offering a Teammate picker and a Team picker. The two pages differ only in whose reports they show and where the dialog is opened from.

My Direct Reports (Manager view)

Open People → My Direct Reports.

If your account hasn’t been linked to a teammate yet, you’ll see a banner explaining that — ask an administrator to link your account on People → Users.

Once linked:

Add direct report — the button above the list opens a dialog with two pickers; you can use either or both.
- Teammate — pick a single teammate. Only teammates that aren’t already in your list (and aren’t yourself) appear here.
- Team — pick a team to add every member of that team in one go. Members you already report on, or that fall outside your team-access scope, are skipped.
- The button is hidden entirely when there is nothing left to add.
Remove — the remove icon at the end of a row removes that report. The teammate stays in your organization; only the reporting link is dropped.

Managers with restricted team access (People → Users → Manage team access) only see teammates within their granted scope. Adding a team only adds members in scope. The list view itself is not re-filtered, though: a direct report is always part of a manager’s accessible scope, so a report that fell outside a later-narrowed team grant is still shown rather than silently disappearing.

Direct Reports (Admin / Owner view)

Open People → Direct Reports.

The page shows one table covering every manager in the organization at once — there is no teammate to pick first. Each manager occupies a group of rows: their name on the left, one row per report on the right. A manager with no reports yet still gets a row, with an em-dash in place of a report.

Add direct report — open the ⋯ menu at the end of a manager’s first row and choose Add direct report. This opens the same dialog as the Manager view, but scoped to that manager: the Teammate picker offers every other teammate, with the manager themselves and their existing reports filtered out, and the Team picker adds a whole team at once.
Adding a team here bypasses any team-access restriction the selected manager’s user account might have. Self-loops (adding the manager as their own report) are skipped.
Remove — the remove icon at the end of a report row drops that reporting link.

If no managers appear, no teammate qualifies yet: promote a teammate’s user to the Manager role (or above) and link them to a teammate.

Admins and Owners can manage reports for teammates that have no linked user account — useful for setting up the org structure before users sign in, or maintaining it for teammates whose TeamGlimpse accounts have been removed.

Rearranging the org chart (drag-and-drop)

Open People → Org Chart. Admins and Owners can reshape the reporting lines directly on the chart by dragging.

Drag any card onto a manager to make that person report to the manager. Valid drop targets highlight as you drag over them. A manager is anyone shown in the chart’s manager structure — both people who already have reports and people with the Manager role (or higher) who have been set up but don’t have any reports assigned yet. Dropping onto an empty manager gives them their first report.
Moving keeps the subtree intact. Dragging a manager onto another manager moves that whole branch — the dragged person’s own reports come along.
It’s a move, not a copy. If the teammate was already reporting to the manager you dragged them out of, that link is replaced by the new one. Any other managers the teammate also reports to are left untouched — only the line you dragged from changes.
Unassigned teammates (the collapsible group at the bottom) can be dragged onto a manager too.
A confirmation appears after each move. Drops that would create a reporting loop (dropping a manager onto someone in their own reporting line), or onto the teammate’s current manager, are not allowed.

Only managers can be drop targets (by design)

You can drop a card onto any manager — including a manager who has no reports assigned yet. You cannot drop onto a teammate who isn’t a manager. That includes both:

Unassigned teammates — those in the Unassigned group, with no reporting relationship in either direction, and
Reports/leaf cards — teammates who report to someone but don’t have any reports of their own.

Neither kind highlights as you drag over it, and dropping onto one does nothing.

This is deliberate. Drag-and-drop is for rearranging an existing structure — it never promotes a non-manager into a manager. To make someone a manager, assign a report to them on the Direct Reports page above (or give them the Manager role with a teammate link). Once they have a report or that role, they appear in the chart’s manager structure and become a valid drop target.

Managers see the org chart as read-only; only Admins and Owners can rearrange it. Viewers have no access to the org chart at all — the entry does not appear in their sidebar, and opening the page directly shows a short no-access message.

Where direct reports are used

The reporting structure feeds team summaries, manager-oriented activity views, and the Viewer-demotion dialog (which can preserve or clear a Manager’s reports when their role changes). Keeping it accurate makes those features more useful.

Default view filter (Manager only)

Once a Manager has at least one direct report, the Dashboard, Activities, Summaries, and Teammates pages default to showing data for that report list on first load each session. This is a view filter, not a security boundary — Owners and Admins still see everything, and a Manager’s full team-scoped access (set under People → Users → Manage team access) is unchanged.

In the Teammates filter (page header) — open the dropdown to see a Presets section at the top with a My direct reports row. The toggle:
- When active, the trigger button reads “My direct reports” and the data pages restrict to your reporting list.
- Clicking it again clears the filter; you then see your full team-scoped roster (labelled “All teammates”).
- When you have no direct reports yet, the row reads “My direct reports (none yet)” and is disabled. A small amber hint above the page nudges you to add reports.
On the Teammates list page — a separate two-button chip above the table (My direct reports / All in scope) toggles between the focused and full view.

Your explicit choice persists for the rest of the browser session per organization. The next session re-opens to “My direct reports” by default, matching how a Manager normally starts their day. Viewers see neither the preset row nor the chip. Owners and Admins do see the preset row in the Teammates filter — it works for them too, listing their own direct reports if they have any — but the chip above the Teammates table is Manager-only.