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HR & Payroll

Org Tree, Custom Roles & Team Scope

Model your reporting lines, build your own roles, and limit what each person sees to their own team. An organisation tree of who reports to whom, custom roles with the permissions you choose, and team scope so managers see their team's records rather than the whole company.

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Who it is for

Growing teams with several managers, branches or departments.

Included in every workspace. See plans and modules

How it works, step by step

Set each employee's reporting manager and role. Permissions and visibility follow the role and the team, on web and mobile.

  1. Set each employee's reporting manager.
  2. Create roles in Settings and tick the permissions each role has.
  3. Assign roles to people.
  4. Check the org chart to confirm who reports to whom.

What you get

  • Org tree
  • Custom roles
  • Per-module permissions
  • Team scope
  • Reporting manager

Org Tree, Custom Roles & Team Scope: questions and answers

Can I create my own roles?
Yes. Roles are custom, with permissions chosen per module.
What is team scope?
It limits a manager to their own team's records instead of the whole company.
Do permissions apply on mobile?
Yes. Permissions and visibility follow the role on web and mobile.
Which module is this part of?
Org Tree, Custom Roles & Team Scope is part of every BizzSetu workspace.

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