Roles and the chain of command
Where a role sits, who it reports to, dotted lines and open seats, and how Navalo finds your manager.
Each custom role can sit in a unit, report to one other role (its primary line), carry dotted lines to other roles (for matrix reporting) and have a number of planned seats. Open seats are planned seats minus the people who hold the role.
If you hold several roles, the first one is your primary role. Reporting lines never change what anybody can do: permissions still come from roles and workspace settings.
How your manager is found
- Where a line is drawn, your manager is the person in the role your primary role reports to.
- Where no line is drawn, it is your team's lead (or the acting lead or division head, following the team's lead mode), then your department or division head.
- Navalo never guesses a line. If none of these exist, there is no manager, and the screens say so.
Approvals and Expense claims pre-pick your manager as the approver, and time off uses the line where one is drawn. A missed availability deadline is reported to the same people.
Where else the line is used
- SLA Timers: an escalation step can also page the assignee's manager ("Also page the assignee's manager" in the step). The manager is read from the reporting lines when the step fires. With no assignee, or no manager who can see the project, the step pages the people it already names, as before.
- Workload: on Business, under Organization, Capacity, By person shows a manager their own row and the rows of the people who report to them. Planning other people's time still needs manage members. Hours on projects you cannot see are left out of every row.
This appears where your workspace has the new organization tools switched on. Where they are off, everything works as it did before and these screens do not show.