Managers and My team

A manager is a member who looks after other people's numbers as well as their own. KretaOS works this out from one setting: who each person reports to.

Set who someone reports to

1. Open Settings › Team. Only admins see these controls.
2. On the teammate's row, open the ⋯ menu, then Reports to (it reads Nobody until you set it). The Reports to column shows who each person reports to now.
3. Pick their manager — for example Reports to Priya.

To make that person a manager, set their Role to Manager in the ⋯ menu on their own row.

KretaOS refuses a setting that makes no sense: nobody can report to themselves, and you cannot create a loop where two people end up reporting to each other.

What a manager sees

A manager's team is everyone who reports to them, directly or further down. If Rahul reports to Priya and Anjali reports to Rahul, Priya's team includes both.

• Home — a Mine / My team switch at the top. My team shows the follow-ups, replies and quiet clients for the manager and everyone under them.
• Analytics — My team appears in the scope picker, along with each person in the team by name.
• Settings › Team — the manager sees the full client list of each person who reports to them.
• The monthly report — a manager can receive their team's numbers.

What a manager does not get

• Private mail stays private. Mail synced from a teammate's own inbox stays visible only to the people on that thread, under your workspace's privacy mode. Being someone's manager does not change that.
• No admin powers. Managers do not manage billing, the team, fields, imports or merges.

Admins and members

Admins see everyone already: on Home their switch reads Mine / Everyone, and on Analytics they can pick any person. A member or viewer sees their own book and the team total on Analytics, which reveals nobody's individual book.