How to Set Up Your Team in Teamflect: Org Charts, Admin Tools, and More

Setting up your team in Teamflect helps ensure your organization’s structure, reporting lines, and manager relationships are accurately reflected across all modules, including Goals, Reviews, Feedback, and Recognition.

You can add your people to Teamflect in three main ways:

Using the Microsoft Teams sync provides the most reliable and maintenance-free setup for company-wide consistency.

The most efficient and accurate way to set up your team is to load your organizational chart into Microsoft Teams. Teamflect automatically imports this structure from Microsoft 365, ensuring manager relationships are consistent with your company directory.

✅ How to Check If Your Org Chart Is Available

➡️ Teamflect will automatically import this data, maintaining your organization’s reporting hierarchy.

If you’re an Admin, you can view, add, or adjust manager–employee relationships directly in the Admin Center. This is ideal when your Microsoft 365 directory doesn’t include all reporting details or when you need to make exceptions.

Note about Microsoft 365 synchronization: Teamflect allows administrators to override manager information imported from Microsoft 365. The behavior of a manual override during subsequent synchronization depends on the selected manager information source.

If you need to preserve a manually assigned manager, verify the user's source setting and confirm the expected synchronization behavior before making changes.

Steps:

1. Go to the Teamflect Admin Center.

2. Navigate to Users →Active Users

3. In the Manager column, click the ✏️ icon or “Edit” to assign managers

4. You can override or confirm existing manager info pulled from Microsoft 365.

5. Use the search field to locate an employee and assign or update their manager.

6. Select Submit to confirm changes.

You can override or confirm information imported from Microsoft 365. Once updated, both the manager and employee will be notified automatically.

Relationship Types define how two people are connected in Teamflect. In addition to the standard manager–direct report relationship, administrators can configure types such as Mentor–Mentee, Project Lead–Contributor, or Peer Coach.

The selected relationship type determines the roles assigned to each participant and whether the relationship can provide access to private performance information.

What do employees see?

Once a relationship is created, it appears in the relevant Relationships section in Teamflect. Depending on the relationship type's Managerial Access setting, creating the relationship may also trigger an approval request.

Managerial Access:

For more information, see How to Add New Relationship Types in Teamflect.

When should you disable Relationship update notifications?

Consider disabling these notifications when making bulk changes to manager–employee relationships, such as during an organizational restructure or an initial team setup. This can help reduce notification volume while you make multiple updates.

To change this setting, open Notification Settings in the Teamflect Admin Center and disable Relationship update notifications.

Note: Confirm with your administrator whether this setting suppresses notifications for both the manager and employee in every type of relationship update before relying on it to prevent all notifications.

Individual users can also manage their reporting relationships within the My Team tab in the Teamflect app. While flexible, this is not recommended as the primary setup method since it relies on manual input.

Steps:

1. Go to the My Team tab from your Teamflect homepage.

2. Scroll down and click “Invite your team” to add direct reports

3. Use the “Add Relationship” section to include other key contacts

🚨 This is the least recommended method as it relies on manual user input and may lead to inconsistencies.

A well-configured team setup helps:

For the most seamless and error-free experience, maintain your organizational chart in Microsoft 365. Teamflect will automatically sync relationships, ensuring every module reflects accurate data. If adjustments are needed, the Admin Center offers a full-control interface to manage relationships. The My Team tab should be reserved for smaller teams or one-off additions. Keeping your relationships structure up-to-date ensures your organization operates efficiently across performance, feedback, and recognition workflows.