Team Structure
Define Your Hierarchy,
Scale With Clarity
Set up reporting relationships, manager chains, and organizational hierarchies that give every team member clear visibility into who reports to whom. Structure your org so permissions, reporting, and accountability flow naturally.
Clear accountability
Every team member has a defined place in the hierarchy with clear reporting lines and manager assignments.
Permission inheritance
Managers automatically get visibility into their direct reports activities, pipeline deals, and performance metrics.
Multi-org flexibility
Switch between organizations instantly. Agencies and holding companies manage separate workspaces from one login.
Structure tools
Build an org chart that actually works
Reporting Hierarchy
Define who reports to whom with a simple manager assignment. Hierarchies can be as flat or deep as your organization requires.
Role Assignment
Assign Owner, Admin, or Member roles to every team member. Each role carries specific permissions that control access to settings, data, and features.
Invitation & Onboarding
Send email invitations with pre-assigned roles and groups. New members land in the right seat from day one with no manual configuration needed.
Multi-Org Switching
Create and switch between multiple organizations from a single account. Agencies manage client workspaces and holding companies keep business units separate.
Org hierarchy
Structure that scales from 5 to 500
Start with a flat team and add management layers as you grow. Reporting lines, manager chains, and role hierarchies expand naturally without requiring a full restructure. Every new hire slots into the existing org chart with a single assignment.
Multi-org
One login, multiple organizations
Agencies managing multiple clients and holding companies with separate business units get dedicated workspaces for each. Switch between orgs instantly, keep data isolated, and maintain independent team structures without juggling multiple accounts.
Structure your org
Stop guessing who reports to whom.
Build a team hierarchy that powers permissions, reporting, and accountability across your entire organization.