So that managers can view their Manager Dashboards correctly, you must set up a client’s hierarchy after you launch the users into the system.  This will be specific to each client and their business. 

• Based on the reporting structure the client wants to see in the Manager Dashboard view, fill out the Name, Parent group, Members tag, and Members value fields accordingly. 

• Name is whatever you want the group to be called in the overall dashboard.  Oftentimes the name is just the same as whatever the member value is.
• Parent group has you choose in a drop down the group under which you want this new group to sit.
• Member tag is the heading of the column in the roster that you are pulling the groups from (i.e. manager name).
• Member value is the actual tag in the member tag column that was selected (i.e. the name of the manager).

• Select “Create Group.”  From here, the system will automatically pull members into the group that meet the criteria specified by the tags you selected. 

• To assign a manager to be able to see their dashboard group, click on the pad and pencil icon on the right of the group.  That will bring up a pop up where you can adjust which group that particular manager falls under if necessary.  Under “Owners” at the bottom of the pop up, begin typing the manager’s name in the field who should see the group.  Select the correct person from the available options, and click “Add.”