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Managing the reporting structure

Assign who each teammate reports to, so their manager can see their emails, meetings, notes, and tasks based on your visibility settings.

Managing the reporting structure

Coffee uses your reporting structure to power the Participants plus manager(s) visibility option — giving managers visibility into their reports' activity without opening it to the entire workspace.

Set a teammate's manager

  1. Click Settings.

  2. Select Teammates.

  3. Find the teammate whose manager you want to set.

  4. Click the Reports To dropdown in their row.

  5. Search for and select their manager.

Each teammate can have only one manager.


Remove a teammate's manager

  1. Click Settings.

  2. Select Teammates.

  3. Click the Reports To dropdown for that teammate.

  4. Clear the selection.

⚠️ Removing a teammate's manager immediately resets that manager's visibility into the teammate's emails, meetings, notes, and tasks. The former manager can no longer see content that was visible to them under the Participants plus manager(s) setting.
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👉 Related: Managing visibility settings

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