Assign Manager Relationships

Assigning manager relationships defines how your organization is structured inside WorkSights. These relationships determine reporting lines, access levels, and which users appear in each manager's dashboards. Setting this up ensures the reporting structure in WorkSights matches your organization accurately.

Before You Begin

Make sure all users have been imported and assigned roles in Add and Manage Users.

This step connects those users into a clear reporting structure.

Manager Setup Steps

Step 1 – Open the Manager Setup Screen

WorkSights displays all users added during provisioning. The left side lists unplaced users; the right side shows the hierarchy you are building.

Step 2 – Assign Manager Relationships

Drag a user from the left panel onto their manager in the right panel.

WorkSights saves each assignment automatically and updates visibility rules immediately.

Step 3 – Adjust or Correct Relationships

If someone was added under the wrong manager, drag them to the correct one. You can reposition as many people as needed until the structure accurately reflects your organization.‍

Step 4 – Review and Complete Setup

Once reporting lines look correct, select Next to finish provisioning.

Manager relationships can be updated at any time under Account Settings. Any changes apply instantly across dashboards and permissions.

Next Steps

For deeper visibility into how these relationships shape insights, continue with:

WorkSights Dashboard — leadership-level view of team activity

Activity Dashboard (Daily View) — daily activity and AI summaries

Reports & Notifications — daily and weekly score summaries