# Assign & Change Reporting Structure

***

## How to assign reporting manager & change reporting structure on DoubleTick ? 👇

{% embed url="<https://youtu.be/qHKi3AdopIk>" %}

***

## Designate a Team Member as a Reporting Manager

*<mark style="background-color:green;">**To perform this action via API, please visit**</mark>* [*<mark style="color:red;background-color:green;">**this link**</mark>*](https://doubletick.readme.io/reference/add-member-under-reporting-manager)

Here are the steps to designate a team member as a reporting manager:&#x20;

* Navigate to the "**Teams**" section from left panel

<figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FIkl9xdKoY9XxhEnX9fGi%2Fimage.png?alt=media&#x26;token=23596f3c-1275-43d4-b8ef-628abda44e06" alt=""><figcaption></figcaption></figure>

* Click on the three dots located to the right of the team member's name <img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FX7ZoolkekKm5rlKEtnwV%2Fimage.png?alt=media&#x26;token=f6ad46e9-a3a4-44cf-81f8-49507a8de53d" alt="" data-size="line">
* A dropdown menu will appear. Select "<mark style="color:green;">**Make reporting manager.**</mark>"

<div align="left"><figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FxEIXD64EI7bESLsbBW7y%2Fimage.png?alt=media&#x26;token=d4fe02ba-143f-4a5a-ae19-963e7936252f" alt=""><figcaption></figcaption></figure></div>

* A pop-up window will appear. Choose the manager who will oversee this new reporting manager from the dropdown menu and click "<mark style="color:green;">**Next**</mark>" button

<div align="left"><figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FIlFTjToYc3XUuetRhuIL%2Fimage.png?alt=media&#x26;token=85f33ed6-dc56-4102-87ec-77eac5242bf8" alt="" width="365"><figcaption></figcaption></figure></div>

* Now, assign team members to the new reporting manager by selecting one or multiple team members as needed
* Click on the "<mark style="color:green;">**Confirm**</mark>" button to finalize the assignment

<div align="left"><figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FBUHC5FIpYx5aAJjzblfu%2Fimage.png?alt=media&#x26;token=ca7174b6-3593-4db6-8e7d-4a0064aee29f" alt="" width="246"><figcaption></figcaption></figure></div>

* The reporting manager has been successfully designated and has been assigned three team members

<figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FqgnAifvk7C58LfvVuYR9%2Fimage.png?alt=media&#x26;token=afd597dc-49a4-4c25-856a-1c774e9ff820" alt=""><figcaption></figcaption></figure>

***

## How to change reporting manager of a Team Member ?

*<mark style="background-color:green;">**To perform this action via API, please visit**</mark>* [*<mark style="color:red;background-color:green;">**this link**</mark>*](https://doubletick.readme.io/reference/change-reporting-manager)

To change the reporting manager of a team member, navigate to the "**Reporting Manager**" column and click on the dropdown menu.&#x20;

From there, select the desired reporting manager from the list provided.&#x20;

<figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2Fb7zDwYKrFE0DwMV3VJGV%2Fimage.png?alt=media&#x26;token=27689074-0c0a-4fa3-abce-2eb2869ee7d8" alt=""><figcaption></figcaption></figure>

Once selected, the reporting manager for the team member will be changed or updated accordingly.

***

## Remove Team Member

* Click on the three dots next to the team member's name <img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FEudKr1JrAWl1L5HwJj5j%2Fimage.png?alt=media&#x26;token=4c2a1b3e-53a7-4448-972f-e5602efdf976" alt="" data-size="line">
* Select "<mark style="color:red;">**Remove from DoubleTick**</mark>" from the dropdown menu

<figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2F3Ycwh5FFvItu7w2zTDhy%2Fimage.png?alt=media&#x26;token=af4a383e-3818-401e-b697-37149b41e7e6" alt=""><figcaption></figcaption></figure>

* A confirmation pop-up will appear
* Click on the "<mark style="color:red;">**Remove**</mark>" button to proceed with the removal

<div align="left"><figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FenpmqAnsnKlBxoXx2joV%2Fimage.png?alt=media&#x26;token=a4e121a3-18e9-4e03-9993-57f32534b271" alt="" width="551"><figcaption></figcaption></figure></div>
