You can assign a Line Manager from either the User's profile or the Manager's profile
From the User's profile
Navigate to the Organisation and Users via the Menu.
Click on the Users tab.
Locate the User that you want to set the Line Manager for by searching for them in the search box or locating them in the list of Users.
Click on their Username.
In the Common Tasks area of the User's Profile, click on Set Line Manager or click on the Reporting Lines tab on the left-hand side.
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Click on Add Manager.
In the popup window, search for the User you wish to set as Line Manager in the Enter person's name field. Choose the correct User from the search results.
Click the dropdown next to Select relationship and choose Line Manager.
Click Confirm.
The Line Manager will now be set in the User's profile.
The Reporting Scope shows as Manages Scope, meaning it matches the scope set in the System Role tab of the Line Manager's profile.
From the Manager's profile
Navigate to the Organisation and Users via the Menu.
Click on the Users tab.
Locate the User that you want to set as the Line Manager by searching for them in the search box or locating them in the list of Users.
Click on their Username.
In the Common Tasks area of the User's Profile, click on Set Line Manager or click on the Reporting Lines tab on the left-hand side.
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Click on Add Reporting Line.
In the popup window, choose Line Manager from the Select relationship dropdown under the Line Manager's name.
In the Enter person's name field, enter the name of the User this Line Manager will be managing.
Click Confirm.
The Line Manager reporting line will now be set in the Line Manager's profile. The Reporting Scope matches the scope set in the System Role tab of the Line Manager's profile.
Once set, you can remove a User's Line Manager by clicking on the cross.
In the popup window, confirm or cancel the removal.
