Administration

Reporting teams, tasks & collaboration

Give work to the right people and review the right scope.

Where to go

Admin → Users & roles / Work / My team

Step by step

Ask a permitted admin to assign each member’s reporting relationship and access role.
After a role/team change, sign in again to obtain the current permissions.
Create a task with a clear description, permitted assignee and due date. Reopen it after saving.
Use meetings, discussions, issues and team chat for their corresponding work. Review your team dashboard only for assigned scope.

Demo example

Demo: a director has two sample executives reporting to them and assigns an internal follow-up task.

Why does a changed role still look wrong?

Role/team changes revoke old sessions. Sign in again and ask the admin to check the access role separately from the job title.

Why is my team dashboard empty?

The admin must assign reporting relationships. A Director role alone does not create reporting members.

Reviewed 10 October 2026 · CRM 0.53.1