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Teams & Hierarchy API

Manage the organizational team tree that employees are attached to, and resolve reporting relationships across branches, regions and reporting lines.


Overview & Solution​

Field organizations are rarely flat - reps report to supervisors, supervisors to branch managers, branches to regions. The Teams & Hierarchy API manages that tree directly, so territory, approval and reporting logic can be driven from the same structure your organization actually uses, addressed either by a numeric team ID or by its full hierarchy path.

Key Value Propositions​

  • One source of truth for structure - the same team tree that Employee Management attaches employees to.
  • Path-based addressing - walk or query the tree by hierarchyPath without knowing internal IDs in advance.

Industry Use Cases​

1. Field Force Governance​

  • Reporting-line resolution: Determine who a field employee reports to, for approvals, escalations or performance rollups.

2. Territory & Branch Structuring​

  • Org-tree onboarding: Create and maintain the branch/region/team structure a new employee or branch is attached to.