Relocating a Team
Use this when the team's actual home in the organizational hierarchy has changed. The team is repositioned beneath a different parent team or supervisor.
Administration • People & Teams
Administrator Only
Matrix Reporting Lines.
Show secondary reporting relationships without moving the primary team structure.
Matrix reporting lets Administrator users show an additional dotted-line relationship between a team leader and another function or team. The primary Org Chart stays intact, while colleagues gain visibility of important cross-functional accountability.
Step 1
Open Team Actions for the team you want to configure.
Matrix relationships are managed from the same Team Actions panel used for other organizational-structure administration features.
Access Team Actions
Start from the relevant team in the Org Chart.
Select the team whose leader or staff member needs an additional reporting relationship, then open Team Actions. As with Relocating a Team, you can use either Team Actions entry point shown in the annotated screenshot.
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1Select the relevant team Locate the team associated with the person or reporting relationship you want to configure.
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2Open Team Actions Use either highlighted Team Actions access point to open the administration panel.
TIP
Do not move the team if the primary reporting line is already correct.
Matrix reporting is designed for an additional secondary relationship. The team can stay exactly where it is in the primary hierarchy.
Step 2
Select Add Matrix Reporting Relationship.
The Team Actions menu contains a dedicated command for creating an additional dotted-line relationship without changing the team's primary parent.
Team Actions menu
Choose the matrix-reporting command.
Select Add Matrix Reporting Relationship. This opens the configuration panel where you identify the person involved and the team or function to which the secondary relationship should be displayed.
KEY
A matrix line is additive.
It supplements the existing hierarchy rather than replacing the person's or team's normal reporting position.
Step 3
Choose the team leader and the target team for the dotted-line relationship.
The matrix relationship is defined by identifying who is involved and which team or function should appear as the secondary reporting destination.
Define the secondary relationship
Tell Presto who reports across to which function.
First identify the relevant team leader or supervisor. Then select the target team representing the function or area to which the matrix relationship applies.
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ASelect Team Leader Identify the supervisor or team leader whose secondary reporting relationship should be represented.
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BSelect Team / Function Choose the target team in the Org Chart to which the dotted-line relationship should report.
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CConfirm dotted-line display Use the matrix relationship option so the connection is visually distinguished from the primary hierarchy.
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DClick Add Save the relationship so it becomes visible in the Organizational Chart.
Team Leader
The person with the additional cross-functional reporting relationship.
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Dotted-Line Relationship
A secondary connection that sits alongside the person's primary reporting line.
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Target Team / Function
The additional organizational area to which the relationship is shown.
Primary vs matrix reporting
Know when to move a team and when to add a dotted line.
These two Administration features solve different organizational problems.
Matrix Reporting Line
Use this when the primary hierarchy remains correct, but a leader or team also has an important cross-functional reporting relationship that should be visible.
Matrix reporting should clarify the organization, not complicate it.
Use dotted-line relationships where they represent a meaningful secondary accountability. Too many matrix links can make an Org Chart harder to interpret, so keep them focused on relationships colleagues genuinely need to understand.
Your primary hierarchy stays intact while cross-functional accountability becomes visible.
Once matrix reporting lines are represented correctly, continue to Archiving Staff to learn how inactive staff records can be removed from the active organizational structure while preserving the integrity of your people data and history.