User Hierarchy Filters - Reports To

Under each user profile, you can designate to whom they report. This will allow that information to assist in filtering and reporting throughout the tool. To update your profile or, as a Valkre Admin, other users, you can click on the Vikings in the upper right-hand corner, next to your first name. From there, you can click on Actions and Settings to add their 'Reports To' person.

As an example, now you can add that logic to a Portfolio to have better visibility to a team.