Teamflect’s Relationships module enables HR teams and admins to define reporting or mentorship structures beyond the default manager–direct report setup. By configuring relationship types and enabling managerial access, you can grant visibility to project leads, mentors, and other dotted-line leaders.
This guide will walk you through setting up relationship types and matching users accordingly.
Step-by-step Guide:
1. Go to the Relationship Types Page
Navigate to the Admin Center: https://admin.teamflect.com
Then go to: Users > Relationships and click Manage Relationship Types
2. Edit or Create a Relationship Type
Relationship Type Visibility: Admin-Only vs. Public
When configuring a relationship type, administrators can control whether it is available to end users or restricted to administrators.
Admin-only: When Can only be added by admin is enabled, the relationship type is hidden from end users and can only be assigned by administrators in the Admin Center.
Public: When this restriction is disabled, the relationship type is available to end users for creating relationships, subject to the configured permissions.
Choose admin-only for relationships that should be managed centrally, such as succession-planning relationships. Choose public for relationship types that employees should be able to use themselves, such as mentorship or peer-coaching relationships.
Managerial Access: Enabled vs. Disabled
The Managerial Access setting determines whether a relationship can grant the first participant access to the second participant’s private performance information, such as goals, reviews, and feedback.
ON: When an end user creates a relationship using this type, an approval request is sent to the other participant. The first participant gains access to the relevant private performance information only if the request is approved.
OFF: The relationship can be created without this approval process. The other participant is notified of the relationship, but no access to private performance information is granted through that relationship.
Important: Enable Managerial Access only when the relationship requires additional access to private performance information. Creating a relationship does not automatically change the employee’s official manager or reporting line.
Find the type you'd like to update and click on Edit or create a new one by clicking + Add Relationship Type. You can customize:
Title and description
Participant labels (e.g., Mentor/Mentee)
Icon (default only)
Visibility (admin-only or public)
3. Grant Managerial Access (Optional)
While editing a relationship type, toggle on Managerial Access if the First Participant (e.g., Mentor, Coach, Project Lead) should have visibility into the private goals, feedback, and reviews of the Second Participant.
⚠️ Only enable this if the role truly requires data access. This mimics a manager’s visibility in Teamflect.
4. Create Relationships Between Users
Return to Users > Relationships and click + Add Relationship in the top-left.
In the pop-up:
Choose the appropriate Relationship Type
Enter the User Information accordingly
Click Save.
5. Confirm the Assignment
Once saved, the relationship will appear in the list.
ℹ️ Note on Traditional Manager Setup
To change a user's official Teamflect manager (used for performance review workflows), go to: https://admin.teamflect.com/#/users/activeusers
Edit the Manager field via the pencil icon next to the current manager.
HR Use Cases
Mentorship Programs
Establish formal mentor–mentee relationships with or without access to performance data.Matrix Organizations
Use “Project Lead” or “Functional Leader” relationship types for cross-functional reporting.Succession Planning
Tag successors or mentees for leadership pipelines with admin-only visibility.
The updated Relationships module empowers organizations to map complex structures and leadership dynamics without disrupting official reporting lines. Whether you're managing coaching networks, dotted-line managers, or talent pipelines, this feature ensures data visibility stays aligned with your operational needs.
By carefully configuring relationship types and permissions, HR leaders can extend Teamflect’s utility far beyond basic hierarchy.