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Peakon
Last Updated: 2023-06-23
FAQ: Which Dashboard Contexts Can Managers Switch To?

FAQ: Which Dashboard Contexts Can Managers Switch To?

The context switcher enables managers to switch their dashboard to a segment that they fully manage. The ability to display a segment fully is different to seeing a section of the segment in the heat map. The heat map displays segments that contain employees of the manager's dashboard, but those segments can also contain employees from entirely different areas, so they don't display fully.
A manager can only switch context to a segment if any of these conditions are true:
  • It's the
    Direct Reports
     or
    All Reports
     segment (from an
    Employee
     type attribute) for that manager.
  • They're the segment manager of that segment. This means you can see the name of the segment in the
    Managing
     tab of the manager's employee record.
  • You’ve created an attribute hierarchy and the segment in the manager's
    Managing
     tab is a parent segment of child segments. Example: You created a hierarchy between the attributes
    Country
     and
    Local Office
    . You assigned a manager access to the
    Spain
     segment. As a result, the manager also manages the child segments of
    Spain
    , such as
    Barcelona
     and
    Madrid
    . The manager won't see these segments in their context switcher, but they can search for them and switch to the segments. This condition is contingent on all employees of the child segment also being part of the parent segment.