To make the most of Teamflect, it's essential to add your team members and key collaborators to the platform. You can do this through three different methods, depending on your role and preferences.
Loading organizational chart to MS Teams
Adding the employee-manager information by visiting the Teamflect admin center
Adding people from the "My Team" tab
The most recommended method is loading your organizational chart into MS Teams, which Teamflect auto-imports. Alternatively, manually assign managers in the admin center or let users add people via the "My Team" tab.
👥 Recommended Ways to Add People to Teamflect
1. Load the Organizational Chart into Microsoft Teams (Recommended)
The most seamless method is to upload your organizational chart to Microsoft Teams, which Teamflect will automatically import. This ensures consistency and eliminates manual entry.
📌 How to Check If Your Org Chart is Set Up:
Open Microsoft Teams
Type a colleague's name into the search bar
Click “View organization chart” in the panel
If visible, your org chart is already uploaded to Microsoft 365
➡️ Teamflect will auto-import this data, preserving hierarchy and manager relationships.
🔗 Learn how to upload an org chart to MS Teams
💡 This method is highly recommended by Teamflect for accuracy and ease of use.
🛠️ 2. Add Employee-Manager Info via the Teamflect Admin Center
If you’re a Teamflect Admin, you can manually assign managers and build your team structure within the platform.
Steps:
Go to the Teamflect Admin Center
Click “Users” in the left-hand menu
Select “Active Users”
In the Manager column, click the ✏️ icon or “Edit” to assign managers
You can override or confirm existing manager info pulled from Microsoft 365
📩 Both employees and their newly assigned managers will receive a notification once the update is made.
To avoid that, please disable the ''focus people'' notifications at https://admin.teamflect.com/#/settings/notificationsettings as shown below.
👤 3. Add People from the “My Team” Tab (Least Recommended)
This method allows individual users to add their team members directly from the Teamflect app interface.
Steps:
Go to the “My Team” tab from your Teamflect Home page
Scroll down and click “Invite your team” to add direct reports
Use the “Add focus people” section to include other key contacts
❗This is the least recommended method as it relies on manual user input and may lead to inconsistencies.
Note: The ''add focus people'' option and the available relationship tags depend on your configurations at https://admin.teamflect.com/#/focustypes. To make sure your people see the most relevant options, please customize the tags at the given link and make sure that they are accessible to people.
📝 Summary of Methods
Method | Best For | Recommended? |
Microsoft Teams Org Chart | Seamless, accurate imports | ✅ Highly recommended |
Admin Center | Manual control, admin-only | ✅ Recommended |
My Team Tab | End-user additions | ⚠️ Least recommended |
🛡️ Why Accurate Setup Matters
A well-configured team setup helps:
Facilitate meaningful feedback
Enable clear reporting structures
Ensure feature functionality (like meetings, reviews, goals)
For further assistance, please contact [email protected].