Team Hierarchy

The team hierarchy defines who reports to whom in your organization. This powers the Manager and Team Member permission profiles.

How Hierarchy Affects Access

When a member has a Manager or Team Member permission profile, the hierarchy determines which meetings they can see:

Manager Profile (Reports Access)

A manager can see all meetings from:

• Their direct reports
• Their indirect reports (reports of reports, unlimited depth)
• Their own meetings

Example: If you're VP of Sales with Sales Managers who each have AEs reporting to them, you can see meetings from all the AEs, all the Managers, and yourself.

Team Member Profile (Manager's Team Access)

A team member can see all meetings from:

• Their manager
• Everyone else who reports to that same manager (teammates)
• All reports under those teammates (the entire subtree)
• Their own meetings

Example: If you're an AE under Mike the Sales Manager, you can see meetings from Mike, your fellow AEs under Mike, and if one of those AEs has a team, their reports too.

Hierarchy list view — click to expand

Setting Up the Hierarchy

Manual Setup

To set up the hierarchy manually:

1. Go to Settings → Organization → Hierarchy
2. Click on any member to edit them
3. Select their manager from the "Reports To" dropdown
4. Save changes

The hierarchy tree will update to show the reporting structure. Members without a manager appear at the top level.

You can also switch to the Chart view for a visual org chart:

Hierarchy chart view — click to expand

Hierarchy Best Practices

For Sales Teams

• VP/Director: Admin or Manager profile - sees all sales calls
• Sales Managers: Manager profile - sees their team's calls
• Account Executives: Team Member profile - sees teammates' calls for coaching
• SDRs: Member profile - sees only their own calls

For Customer Success

• CS Director: Manager profile - sees all CS calls
• CS Managers: Manager profile - sees their team's calls
• CSMs: Team Member profile - sees teammates' calls for best practice sharing

Orphan Members

An "orphan" is a member whose assigned manager is no longer in the organization. The Hierarchy page shows these members in a separate amber-highlighted section so admins can fix them.

What Happens When a Member Becomes Orphaned

• Team Members (manager_team access) lose visibility into their former manager's and teammates' meetings — they can only see their own
• Members (own-only access) are unaffected since they already only see their own meetings
• Former managers lose access to the orphaned members' meetings (they're no longer in the reporting chain)
• Admins are unaffected — they always see all meetings

How to Fix Orphaned Members

• Reassign to a new manager: Click "Fix" on the orphan card, then select a new manager from the dropdown. Access is restored immediately.
• Make a top-level member: Clear the "Reports To" field to remove the manager assignment. The member becomes a root in the hierarchy.

Troubleshooting