In Teamflect, you can now manually set up managers for users. This allows for greater flexibility and customization within your organization. Follow the steps below to set up managers manually:
Step-by-Step Guide to Changing a User's Manager in Teamflect
Step 1: Access the Admin Center
Go to the "Active Users" tab. Here, you'll see a list of all active users in your organization.
Step 2: Choose a User to Change the Manager
Scroll through the list of active users and select the user whose manager you'd like to update.
Once you've selected the user, scroll the bar to the right to reveal additional user information.
3. Look for the manager information section for the selected user.
4. Click on the pen icon next to the manager's name or the pen icon next to the user information. This will open up the Manager Information panel.
Step 3: Set Manager Manually
In the Manager Information panel, you'll see an option to "Use manager information from Microsoft Entra ID (Azure AD)" or set the manager manually.
Choose the option to set the manager manually.
Enter the email address of the desired manager into the search bar provided.
Once you've entered the email address, submit the change.
By following these steps, you can manually set up managers for users in Teamflect. This feature gives you greater control over the organizational structure and allows for seamless management within your team.
Note: If you don't manage relationships in Teamflect, but in Microsoft, you can learn more about how to change the manager in Microsoft Entra ID.
Here is a short video:
If you encounter any issues or have further questions, don't hesitate to reach out to our support team for assistance.
Beneficial Use Cases
1. Team Restructuring
When there's a change in team structure or reporting lines, you can manually update the manager field to reflect the new hierarchy without waiting for directory sync.
2. Incorrect or Missing Manager Info
If a user’s manager is missing or incorrectly assigned (due to sync issues or manual error), you can quickly correct it in Teamflect to ensure proper visibility and workflows.
3. Temporary Reporting Changes
In cases where an employee reports to a different manager temporarily (e.g. during a project or manager’s leave), you can update their manager and revert back when needed.