Optimetrix has three levels of structure. Get them right once and every report inherits them.
| Level | What it is |
|---|---|
| User | One person, tied to the device(s) running the agent under their account. |
| Team | The unit most reports roll up to — a squad, a pod, a shift. |
| Department | A grouping of teams — Engineering, Support, Operations. |
Tips
- Model teams the way work actually flows, not the org chart, if the two differ.
- A user can move between teams; historical data stays attached to the team they were in at the time.
- Look up a person by name or email in the app to find their user record — don't rely on a list.