Changing a User's Manager or Department

If a user has moved to a different department with a new manager you will need to update their user profile.

Users with administration privileges will need to confirm the user's new manager has a leadership or manager role and department managed.

First navigate to the administration icon on the left navigation

Then select manage users.

Confirm the user has either the Leadership and/or Department role.

If not, apply and update the with correct role. Then save the user.

To confirm the current reporting structure view the Company Org chart.

Once the manager is setup, navigate back the manage users screen and select the user that needs their department or manager changed.

Location the manager section

Start to type the name of the new manager, then select the new manager and save the user.

The user will now show the new manager and new department.

You can confirm by revisiting the Company Org chart.