As an Elite team member, your direct leader can automatically view your Weekly Reports. If there’s another leader or team member you want to be able to view your Weekly Reports, you can add them as an Additional Viewer.
It’s important to note that Elite is set up so any leaders above your direct leader can also view your Weekly Reports. It isn’t necessary to add them as an Additional Viewer.
Here’s an example:
Brandon is a graphic designer, and he reports to Erika, a creative director on his team. Erika’s leader, Jason, can view her report and Brandon’s because Brandon is part of Jason’s extended team.
Because Brandon works closely with the marketing team, he wants the marketing leader, Andrea, to see his Weekly Reports, too, so he adds Andrea as an Additional Viewer of his Weekly Reports.
Now Andrea can support Brandon by removing blockers and helping him understand how marketing decisions impact him as a designer. Check out the chart below for a visual explanation of this example.
To add an Additional Viewer:
- Visit the My Reports page under Weekly Report in Elite’s navigation.
- Select the Viewers button in the top right. You’ll be able to see your direct leader and the leaders above them who can view your reports.
- To add a team member or another leader as an Additional Viewer, search for them and click Add.
- They can now view all your past and future Weekly Reports until you remove them as an Additional Viewer.
- If you are a team member, the leaders in your company who can view your Weekly Reports will be listed here with any Additional Viewers you select. (See below)
To remove an Additional Viewer:
- Click on My Reports in the Weekly Report section of Elite’s Navigation.
- Select Viewers in the top right.
- Click the trash icon next to the Additional Viewer you would like to remove.