Once a new user has been added, they need to be assigned to the appropriate manager to ensure that they are visible on reporting and the Team tab, as well as are available for record assignment. This article walks through adding a user to a reporting structure.
To add a user to the reporting structure, start by clicking on the Admin link in the left navigation menu.
On the Admin page, click on the Users tab.
On the right side of the user table, click View for the manager or administrator that you would like the new user to report to.
On the manager's profile, go to the Reporting Structure section and click Edit Reporting Structure.
On the Edit Reporting Structure screen, check the box next to the new rep then click the Submit button.
The new user has now been added to that manager's team.
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