Setting up a Dotted-Line Manager in Lattice

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.

Dotted-line managers can be given a variety of visibility permissions in Lattice:

Step 4: From here, choose the Attribute type "Relationship" and name the custom attribute.

After you have created the custom relationship, you will be taken back to that "Custom attributes" page, where you will see that field listed.

To bulk change the custom attributes of many employees at once, admins can upload a CSV (also from the People page on the Admin Panel) by clicking Upload CSV. In the CSV, be sure to have a column for the custom attribute you want to change and that all of the values for each employee are a valid option for that custom attribute. To upload a field that is a custom relationship, use the email address of that user in Lattice to designate the relationship in the CSV. 

After you have clicked into the employee profile to edit it, you will see the custom relationship you have created listed under "Custom." Here, you can add the employee you would like to grant visibility to.

For example, if I want to give Jack manager visibility into Preston's profile, 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 attribute I created.

There are seven visibility permissions that you can configure for a custom relationship. For example, when setting up the custom attribute relationship of "Manager Visibility" given to a dotted-line manager, there are seven different visibilities you can give this additional manager, as shown below.