What It Does
Once you have 10+ field staff, flat org structure stops working. SalesButler's Role Hierarchy adds a Supervisor role between Manager and Staff and lets you assign 'reports to…' relationships per teammate, building an org chart of reporting lines. Supervisors automatically inherit visibility into their direct reports' leads and jobs — perfect for crew leaders or branch-level oversight without giving everyone admin access.
Step-by-Step Guide
Promote a Teammate to Supervisor
Assign the new Supervisor role to a crew or branch leader.
Set Reporting Lines
Assign their direct reports via 'reports to…' on each teammate.
Org Chart Builds
The system renders a clean reporting hierarchy.
Supervisors See Their Reports
Each Supervisor automatically sees their direct reports' leads and jobs.
Owners See Everyone
The full hierarchy remains visible to Owners and Managers above.
Why You'll Love This Feature
New Supervisor Role
A clean middle role between Manager and Staff.
Reports-To Assignments
Build the actual reporting structure of your shop.
Inherited Visibility
Supervisors see their team's leads and jobs without being given admin access.
Visual Org Chart
Render the structure to onboard new hires faster.
Per-Crew Oversight
Crew leads see only their own crew's work.
Easy Restructuring
Move people between supervisors as the org evolves.
Perfect For
Multi-crew shops with crew leaders running 4–6 techs each
Branch managers overseeing branch staff
Service managers responsible for a slice of the team
Onboarding hierarchies for new-hire mentorship
Compliance structures requiring documented reporting lines