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Understanding Visibility Rights and Management Hierarchy

Learn how visibility settings impact what managers can see in goals, reviews, tasks, and more.

Written by Denzel
Updated over 3 weeks ago

In Teamflect, both admins and people managers can manage and view employee information, depending on how visibility settings are configured.

Admins can control whether managers can access their direct and indirect reports’ private data using the following setting in the Admin Center:

Disable managers’ access to the private data of their direct reports located in the Admin Center > General Settings.

This article explains what managers can and cannot see across modules when this setting is:

  1. Turned On

  2. Turned Off


along with how indirect managers and organizational hierarchy visibility are handled.

Key Difference: Setting ON vs. OFF

Setting

Meaning

Visibility Impact

OFF

Managers can access their direct and indirect reports’ private data.

Full visibility across modules.

ON

Managers’ access to private data is restricted.

Limited visibility; treated as regular employees.

''My Team'' Tabs and Multi-Level Visibility

Each manager in Teamflect has a “My Team” tab within modules like Goals, Tasks, Feedback, Recognitions, and Surveys.

These tabs show only the direct reports’ items by default.


If a manager/leader/director wants to view data for multiple levels down (e.g., 2nd-, 3rd-, or 4th-level, or more indirect reports), that visibility must be manually configured in the Admin Center under Relationships.

Admins can tag managers with their indirect reports and grant managerial access to specific hierarchy levels through relationship mappings.

User Profile & Attributes

Item

When Setting is OFF

When Setting is ON

Employee/User Profile

Visible

Visible

Role Information (competencies, job title, responsibilities, succession plan, IDPs)

Visible

Visible
(Succession Plans and IDPs are hidden from managers.)

User Information (Attributes: city, department, hire date, etc.)

Visible

Visible

File Attachments

Visible

Visible

9-Box Evaluations

Visible

Visible

Note: Admins can adjust the visibility of specific profile attributes and attachments in the Admin Center. Learn how:

Notes

Item

When Setting is OFF

When Setting is ON

Shared Notes

Visible

Visible

Private Notes

Visible

Not visible

Admins can decide what managers are allowed to see when it comes to notes, which are taken from the Notes module and during meetings from within the Meetings module.


This includes shared notes, private notes, both, or neither. Admins are fully in control of the visibility. Learn how.

Meetings

Item

When Setting is OFF

When Setting is ON

1:1 Meetings between the manager and the reportee

Visible

Visible

Other Meetings

Not visible unless the manager is a participant.

Not visible unless the manager is a participant.

Note: Admins can view meetings from the Admin Center → 1-1 Reports section.

Group/Team meetings are not included in these reports.

Goals & Tasks

Item

When Setting is OFF

When Setting is ON

Public Goals

Visible

Visible

Private Goals

Visible

Not visible

Tasks

Visible

Not visible unless assigned by the manager directly

Note: Admins can force all goals to be marked private if needed. Learn how.

Reviews

Item

When Setting is OFF

When Setting is ON

Reviews

Visible for both direct and indirect reports. No hierarchy limit.

Visible for direct reports only. Indirect reports and “Filter by Team” are disabled.

The Reviews module includes a special feature called “Filter by Team” that allows managers with direct reports who themselves manage teams to drill down through multiple organisational levels (2nd-level, 3rd-level, etc.) and view reviews beyond their direct reports.


Learn more in the help article: How to Use the “Filter by Team” Feature

Note: This drill-down capability is only available in the Reviews module. For Goals, Tasks, Feedback, Recognitions, and Surveys, indirect report visibility must be configured manually in the Admin Center via Relationships (see “My Team Tabs and Multi-Level Visibility” above).

Surveys

Item

When Setting is OFF

When Setting is ON

Surveys (Anonymous or not)

Visible depending on response visibility

Visible depending on response visibility

Admins can always adjust survey response visibility to managers when creating a new survey. Learn how.

Feedback

Feedback Type

When Setting is OFF

When Setting is ON

Private Feedback (recipient cannot see content)

Visible

Not visible

Anonymous Feedback (content visible, provider name anonymous)

Visible

Content visible, provider name anonymous

Public Feedback (provider and content visible)

Visible

Provider and content visible

Note: Admins can fine-tune feedback visibility options.

While Giving Instant Feedback:

While Requesting Feedback on behalf of a Direct Report:

Learn how to manage these visibility options:

Recognitions

Recognition Type

When Setting is OFF

When Setting is ON

Private Recognitions

Visible to:
✅ Sender
✅ Recipient
✅ Recipient’s manager
✅ Skip-level manager
✅ Admins

Not visible

Public Recognitions

Visible to everyone

Visible to everyone

Note: Admins can disable 'private' recognitions if needed. Learn how.

Summary

When the setting “Disable managers’ access to private data” is off, managers retain full visibility into their direct and indirect reports’ work items, including private data such as goals, feedback, and recognitions.

When it’s on, managers function as regular colleagues with limited access — they’ll see only shared and public items while maintaining visibility into essential details like meeting history and any other items they share with the reportee, such as tasks between them, team goals, etc.

Admins can fine-tune these visibility settings anytime in the Admin Center in their respective sections, as explained in the help articles linked above.

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