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Create direct reports

Last update: Wed Feb 12 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Admin

You can designate users as direct reports to another user. This allows you to create an organization chart that displays the management structure of your organization. For more information, see View the organizational chart.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

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Access level configurations

You must have one of the following:

  • The System Administrator access level.

  • Users setting in your access level configured to Edit access, with Create and at least one of the two User Admin options enabled under Fine-tune your settings .

    Of these two options, if User Admin (Group Users) is enabled, you must be a group administrator of a group where the user is a member.

For more detail about the information in this table, see Access requirements in Workfront documentation.

Create direct reports

  1. Begin editing a user as described in Edit a user鈥檚 profile.

  2. In the Organization section, ensure that a company is selected in the Company field.

    This field cannot be blank.

  3. In the Direct Reports field, specify any users who report to the user you are editing.

  4. (Optional) In the Reports To field, specify the name of the user who this user reports to.

  5. Click Save Changes.

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