Setting Up Two "Reports To" People
If a person has two people they report to, and want both to be able to read their people page, here is a work around. Currently in Connections Online you can add a "reports to" person for each individual. On your default security settings it is determined what exactly that "reports to" person can do, usually at least to read the individual connection. Some give security to edit some of the People Tab modules also. To add more people to have certain security access to the Individual, it must be set manually on each Individual User's People Tab.
If you need two people to read/edit the User's People Tab , for example you report to the VP, and the EVP also wants to see your people page, follow these instructions.
On the default security settings, make sure all default security settings allow the "Given Individual" to "delegate" each element of their People Tab. The VP is the User's "reports to" person. That security is set globally at the Default Security setting. To add the security for the EVP to view the employee's People tab, the User would add the EVP on the security of their own People Tab. The User clicks the Lock icon in the upper right corner of the page. On each module that the User wants the EVP to see, add them using the green plus sign, to every module. Then give the person (EVP) the desired security -- whether the User just wants the EVP just to read certain modules or have edit rights to update, etc. Just click green checks for what the User wants them to be able to do. Important: The User must propagate each module as you make changes to it. Simply click the propagate icon next to the green plus sign, choose the second option of "Add and Update" and click Propagate. Warning: do not choose the first option of "Overwrite" as this can overwrite all your security.
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