How To Manage Employee Reporting Structures In Centralize

Learn how to update reporting relationships and view organizational data within the Centralize platform. This guide provides a walkthrough for navigating employee profiles to ensure your team hierarchy is correctly mapped.

Nicole Tettke
3 steps
15 seconds

Usecentralize

Navigate to the contacts you would like to set the reporting line on. Select contact the contact from the Account Map.

Click "Reports to" to update the contact reporting structure.

Switch to the Org Chart view by clicking on the account map header to see the updated reporting structure.

How To Manage Employee Reporting Structures In Centralize

Nicole Tettke
3 steps
15 seconds

Usecentralize

Navigate to the contacts you would like to set the reporting line on. Select contact the contact from the Account Map.

Click "Reports to" to update the contact reporting structure.

Switch to the Org Chart view by clicking on the account map header to see the updated reporting structure.