How to assign a company user to an employee or contractor

In this article, we explain how to assign a manager to any team member, whether during onboarding or after they're already active in Remote. Assigning managers improves visibility in the org chart and, depending on their permissions, allows them to manage direct reports' time-off, expenses, and other activities.

• Assign a manager during onboarding
• Assign a manager after onboarding
• How to update or remove a manager
• Set up skip-level visibility

Assign a manager during onboarding

When you invite a new team member to join Remote, you can assign their manager as part of the onboarding flow.

1. Start the onboarding process.

2. When prompted, select the manager from the dropdown list.

3. Choose whether the manager should have access to manage their reports in the platform as a company admin.

   • Select Yes to give them access and trigger an invitation email.

   • Select No if the manager should only appear in the org chart.

Assign a manager or point of contact after onboarding

You can assign or update a manager (for employees) or a point of contact (for contractors) from two places in the platform.

Option 1: From the Team tab

1. Go to the Team tab → Team overview.
2. Select the team member:
   • For an employee, you'll assign a manager.
   • For a contractor, you'll assign a point of contact.
3. In their profile, go to the Job section.
4. Next to Manager (for employees) or Point of contact (for contractors), select Edit.
5. Choose a manager or point of contact from the list.
6. When asked, choose whether the manager or point of contact should have access to manage this report's data:
   • Select Yes to give access and send an email invitation.
   • Select No to keep the relationship visible only in the org chart.

💡 Tip: Only managers invited as company admins will have access to their reports' data. See also: What can the different company users do on Remote?

Option 2: From Company settings

1. Go to Company settings → Users & Permissions → Company admin users.

2. Select the three dots (⋯) next to the admin user.

3. Choose View profile and reports.

4. Select Add direct report.

5. Choose any team member from the dropdown.

6. Save your changes.

How to update or remove a manager

You can change or remove a reporting line at any time following the same steps above.

• From the Team tab: Go to the team member’s profile → Job section → edit the Manager field.

• From Company settings: Go to Company admin users → ⋯ → View profile and reports → Remove or update the report.

Set up skip-level visibility

To allow a senior leader (like a Director) to view their indirect reports (such as Individual Contributors), follow this setup:

1. Assign the Individual Contributor as a direct report to their Team Lead.

2. Assign the Team Lead as a direct report to the Director.

3. Make sure the Director has a role like Owner, Super Admin, or another role with access to direct and indirect reports.

This builds a clear reporting hierarchy and ensures the right access is in place for skip-level management.