How to set up a Supervisor and their direct reports

A Supervisor is a person who sees the tasks of those who report directly to them (their direct reports). It's useful for following a team's work without being the account Owner.

What a Supervisor gets

Your direct reports (analysts with the Member role) can create tasks, only for themselves, in the projects you are in charge of (an analyst can report to several Supervisors). Those tasks show up in your My team tab, and you can reschedule or reassign them like the rest of your team's. Private projects are not opened to your analysts this way.
In Tasks, a My team tab appears, with the tasks of their direct reports.
They can view them and reschedule their date (also by dragging them in the calendars) as long as they are not completed or discarded; since a date can be tied to a status, the status may change on its own. They cannot modify anything else, unless they also participate in that task or created it themselves for that person (then they can fix its title, dates, project and participants, and delete it).
When assigning the assignee of a task, a meeting or a project, they can choose themselves and their peers (other Supervisors). For tasks and meetings they can also choose their direct reports. In the person selectors, a second line shows each person's role (using the name it has in your account).
In Documents there's also a My team tab, with the documents of their direct reports (view only, unless they are the owner or a participant of that document). Only if your account has the document owner set up.

In Projects, a Supervisor can be the assignee of projects and create them (unless the WorkOS administrator has turned it off in your account), but can only make themselves or another Supervisor the assignee, and only sees the projects they are the assignee of or participate in: their direct reports' projects do not show up just because they are their Supervisor (for that, the Owner or someone with Technical administration permissions has to add them as a participant).

The My team tab only appears if the person has the Supervisor role.

Before you start

The person must have a WorkOS user linked to their Team record (see the article "How to add and manage the people on your team").
Someone with Technical administration permissions must have set up the Direct reports property of the Team database in Notion databases. If it isn't set up, the direct reports section doesn't appear.

How to set it up

The Owner or someone with Technical administration permissions can do it.

Go to Settings → Team and click the person's row.
Under Role, choose Supervisor and click Save.
Open their record again: you'll see the Direct reports section.
Click + Add direct report and choose each person (only users with the Member role are offered). To remove someone, use the X on their tag.

Each direct report is saved immediately, without clicking Save. The Direct reports section only appears when editing a person who already exists, not when creating one.

In the Team list, each Supervisor shows how many direct reports they have.

Tip: the role names (Member, Supervisor) may be customized in your account, so you may see them under a different name.