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.
- Set each employee's reporting manager.
- Create roles in Settings and tick the permissions each role has.
- Assign roles to people.
- Check the org chart to confirm who reports to whom.
What you get
- Org tree
- Custom roles
- Per-module permissions
- Team scope
- Reporting manager
What it connects to
- Security & AuditTwo-factor login, session control, role permissions, an audit log and a separate workspace for every company.
- HRMS SoftwareAttendance, leave quotas, corrections, employee records and an org tree in the same system as sales.
- Employee RecordsEmployee profiles, documents, company assets and lifecycle events, with CSV import for a whole team.
- Sales PipelineLead stages, revenue forecast and follow-up pressure in one board.
Getting set up
Add employees, set reporting managers, then create roles in Settings and assign them.
- Help guideGetting started with BizzSetuCreate a BizzSetu workspace, set up your company, invite your team and import your first leads.
- Help guideAdding your team, roles and permissionsAdd employees, set reporting managers, create custom roles and limit managers to their own team in BizzSetu.
- Help guideYour data and securityHow BizzSetu separates company data, controls access with roles and two-factor login, and how to export or delete your data.
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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