Accessing data related to Logged In user

[JonathanFS]

We are looking at pulling in some HR data into Netcall at a User level, most importantly I want each User to have their Manager assigned to them.

I did this by adding a Many to One relationship from User >- User (Manager)

Data Model

This is working in as far as I can now assign a manager to a group of users.
I have assigned 8 users a manager as shown

We want to be able to display a Team Dashboard for staff so they can see

• My Team (this is working).
• My Staff (staff that have them assigned as their Manager)…?

So for example when My Team Dashboard is shown, it should show

• My Team (which is correct based on data shown above)
  
  
• My Staff (this is the bit I cant get working)…?

It should look similar to this with 2 users shown under My Staff

• Stuart &
• Christopher
  
  

Any help appreciated?
Thanks
JonathanFS

[bob.twells]

It should be exactly the same as your My Team list, but just choosing the opposite end of the relationship.

The only thing I can advise is to check you have selected the correct relationship. Looking at your relationship I would advise renaming the left side of it to something like “Users (managed)” so its clearer what it’s for when selecting from a dropdown.

[JonathanFS]

Thanks Bob, I renamed the relationship to something more useful as you suggested and it all became clear (and worked).

TADA