Team hierarchy view in workspace settings
Team Hierarchy is a read-only picture of who reports to whom. You cannot drag people around or define levels here. The page builds itself from the Team Lead you assign to each member, so changing the chart means changing those assignments.
At a glance
| What it is | A read-only view of reporting lines and coverage |
| Where to find it | Avatar > Settings > Workspace Setup > Team Hierarchy |
| Who can use it | Owners and Admins |
| Plan | Not plan-gated in the Settings menu |
What is on the page?
At the top, four tiles count Total members, Team leads, Assigned members and Unassigned members. A Search by name, email, role, or team box and a refresh button sit beside them.
| Section | Who appears |
|---|---|
| Management | Owners and admins |
| ”[Name]‘s team” | A team lead’s direct and indirect reports |
| Unassigned members | Members with no Team Lead |
Badges mark each person: Team lead, Workspace leader, Direct report, Indirect report or Needs assignment.
If nothing shows, you see “No team hierarchy found” and a hint to assign members to team leads. A search with no result says “No matching members”. If loading fails, click Retry.
How do I change the hierarchy?
- Open Team Members.
- Use Edit member and set the Manager to a Team Lead, or select several Members and use Assign Team Lead.
See managing team members for both routes. Only people with the Member role can be assigned a manager.
Best practices
- Check the Unassigned members tile after each hiring round, because anyone without a Team Lead sits outside every team.
- Use bulk assignment for new groups, since it is faster than editing members one by one.
- Treat this page as a check, not an editor, because it cannot change anything itself.