Permissions and visibility for a dotted-line (secondary) manager.
What is a dotted-line manager?
A dotted-line manager is a user who is an additional manager to a user in Lattice but is not their primary manager shown in the Org Chart.
To create a dotted-line manager, follow the steps listed below:
Create a dotted-line manager field
Navigate to Admin > Settings > People > Fields.
Click Create field > Relationship.
Give your field a Name and Description.
Choose the Profile Category the field should live in on employee profiles:
Personal
Sensitive data
Demographic
Contact information
Employment details
Role details
Pay types
Click Create field.
(Optional) To adjust employee visibility to the custom field and its values, configure Employee Fields custom role permission.
Apply the custom field to employees
You must apply the custom field to employees via either CSV or manually.
Note: Dotted-lined managers will not have visibility into their assigned employees until visibility has been set up.
Apply the custom field via CSV
To bulk change the custom fields of many employees at once, admins can upload a CSV. In the CSV, be sure to have a column for the custom field you want to change and that all of the values for each employee are valid options for that custom field. To upload a field that is a custom relationship, use that user's email address in Lattice to designate the relationship in the CSV.
Learn more in Manage Custom Fields.
Apply the custom field manually
Navigate to Admin > Organization > Directory.
Select the name of the employee you would like to give another employee visibility into.
Click on the pencil icon next to the related field category.
Within the dotted-line manager field dropdown, add the employee you want to grant visibility to. For example, suppose I want to give Jack manager-type visibility into Preston's profile. In that case, I will want to 1) click in to edit Preston's profile and then 2) add Jack's name under the "Dotted Line Manager" custom field I created.
Click Save.
Configure what visibility to give the dotted-line manager
Navigate to Admin > Settings > People > Permissions.
Search for the role or filter by the Relationship role type.
Select the ellipsis (...) > Edit.
Choose one of the seven visibility options for the custom relationships:
Can view Custom Relationship reports on My Team page
Select Save.