As an administrator, you have the flexibility to configure how different users view each other's data within Teamflect. This is particularly useful when setting up various supervisory or mentorship relationships that do not conform to direct hierarchical structures.
Step-by-step Guide
1. Access the Relationship Tags Settings
Navigate to the ''types'' configuration page at admin.teamflect.com/#/focustypes to customize relationship types.
2. Edit Relationship Types:
Find the relationship type you wish to modify and click on the "Edit" button on the right. This will open the settings for that specific relationship type.
Customize the wording, icon, or anything else here if needed.
3. Grant Managerial Access:
In the edit mode, locate the "Grant Managerial Access" setting. Enabling this setting allows you to define non-traditional supervisory roles, such as a "dotted line manager," ''competency leader,'' or ''project leader.''
By activating this option, the designated supervisor - or any other specified roles - will be able to view and interact with the other person's data just as a direct manager would.
Checking this box gives managerial permissions to the "First participant". This means that the "First participant" will have access to the private data of the "Second participant", such as private recognitions, private feedback, private goals, and reviews. Double-check if that suits your specific use-case, if not, do not check the box.
4. Visit the ''Relationships'' Section:
After customizing the relationship types in the previous section, now visit the ''Relationships'' section located on the left menu to start matching people and creating new relationships.
When the page opens, click "+Add" at the top left of the section.
5. Match People Accordingly:
This will open a pop-up window where you can select the Focus person tag and the relevant people and click "Save".
6. Confirm the Added Users:
After you click "Save", you will see the people added to the table, the person listed on the left will have managerial access to the person on the right.
Please keep in mind that the ''focus people'' functionality is for relationship structures beyond the regular manager-direct report one. If you'd like to change someone's manager, please visit https://admin.teamflect.com/#/users/activeusers and check the ''Manager'' column on your user list. Click on the ''pen'' icon next to the manager's name to change it to someone else at the company.
