Business areaTeams & Branches
Teams & Branches
Team Hierarchy
Define employees, managers and reporting relationships for role-based operational visibility.
Designed forDSA owners and Managers
Available plansStarter, Professional, and Enterprise
What Is Team Hierarchy?
A configured reporting structure helps work and performance roll up to the appropriate manager without exposing unrelated data.
Team Hierarchy works with Employees, Roles, and Reports as part of the wider DSACRM Teams & Branches workflow.
Why Team Hierarchy Matters
Managers lack clear accountability when reporting relationships are not represented in the operating system.
A Clear, Practical Workflow
- 01
Create employee and manager roles.
- 02
Configure reporting relationships.
- 03
Use the hierarchy across assignments and reporting.
What You Configure
- Users
- Roles
- Reporting manager
What Your Team Gets
- Reporting structure
- Manager-level visibility
Important to Know
- Visibility also depends on role and module permissions.
Common questions
Team Hierarchy FAQs
Quick answers about usage, setup, outputs and plan availability.
What is Team Hierarchy in DSACRM?
A configured reporting structure helps work and performance roll up to the appropriate manager without exposing unrelated data. Define employees, managers and reporting relationships for role-based operational visibility.
Who should use Team Hierarchy?
DSA owners and Managers can use this capability within the Teams & Branches workflow.
Which DSACRM plans include Team Hierarchy?
Team Hierarchy is available in Starter, Professional, and Enterprise. Availability details and any applicable limits are shown on the pricing page.
What needs to be configured for Team Hierarchy?
Typical setup includes Users, Roles, and Reporting manager.
What does the team get from Team Hierarchy?
The supported outputs include Reporting structure and Manager-level visibility.