Lead Positions and the Primary Lead Position

Certain positions within the organization can be labeled as lead positions. Users assigned to lead positions are supervisors of users assigned to reporting positions. As part of setting up the organization's reporting, a lead position must be assigned to the root organization unit. This is known as the primary lead position; it ensures that there is at least one reporting position for all other positions.

If a position does not have a specified lead position, then that position will report to a lead position based on the organization structure. If no lead positions are assigned to an organization unit or any of its parent units, the unit will report to the primary lead position.