People, Org Tree & Form Types
How to navigate your organisation structure, view rep responsibilities, and manage the form types used in field execution. About 6 minutes.
The People section of KeyOne gives you visibility into who is responsible for what — people, territories, categories, and form types — and lets administrators set manager relationships and responsibilities.
People list
Route: /app/people
The People list shows all field representatives in your tenant. Each row shows the rep’s name, role, territory, and current open-task count. Click any row to open their Rep Detail page.
Rep Detail
Route: /app/people/:id
The Rep Detail page has two tabs.
Overview tab
Shows the rep’s contact details, current territory, assigned categories, and a summary of their recent activity (task completion rate, last visit date, IR score trend).
Responsibilities tab
Shows the rep’s formal responsibility set:
- Territories — the geographic areas this rep is responsible for.
- Categories owned — the product categories this rep manages for in-store execution.
- Channels — retail channels (grocery, convenience, wholesale, etc.) this rep covers.
Administrators and managers can edit responsibilities directly from this tab using the Edit responsibilities button. Changes take effect immediately and are visible to the rep in KeyLink.
Honest note: If the database table for rep responsibilities is not yet migrated in your environment, this tab shows an empty state (no data) rather than an error — the endpoint degrades gracefully.
Org Tree
Route: /app/people/org (or navigate via the Org Chart link in the People section)
The Org Tree shows your field organisation as a hierarchy — managers with their direct reports, collapsible by node.
Reading the tree
- Each node shows a person’s name, role, and territory.
- Click a node to expand or collapse its subtree.
- Use the search box at the top to jump to any person by name — the tree highlights the matching node.
- Nodes with no manager are shown at the root level.
Setting a manager relationship (admin)
Administrators and organisation owners can set who reports to whom:
- Find the person you want to assign a manager to.
- Click the Set manager icon on their node.
- Choose the manager from the picker (any member can be a manager).
- Confirm — the tree re-renders with the new relationship.
A person cannot be their own manager (the API enforces a 422 anti-cycle guard). If you try to set a circular relationship (A → B → A), the API rejects it.
Form Types
Route: /app/people/form-types
Form Types are the templates for structured data capture in the field. They define what information a rep collects when completing a specific type of visit activity.
The five built-in form types
| Form type | Purpose | Fields captured |
|---|---|---|
| Shelf audit | Check and record shelf conditions | OSA, facings, competitor presence, notes |
| Price check | Record in-store price for a SKU | Priced SKU, actual price, promoted (Y/N), notes |
| Void | Record a gap where a product should be stocked | SKU, void type, reason, quantity to fill |
| Order | Place a restock order in-store | SKU, order quantity, expected delivery date |
| Competitor intel | Record competitor activity | Competitor, activity type, affected SKUs, estimated impact |
Creating a custom form type
- Click + New Form Type on the Form Types page.
- Give it a name and optionally a category filter (so it only appears for relevant visit types).
- Define the fields — label, field type (text, number, dropdown, date), and whether required.
- Save — the form type becomes available immediately in KeyLink for field reps.
Built-in form types cannot be deleted — they are part of the core execution vocabulary. Custom form types can be edited or removed by administrators.
Where to go next
- KeyLink for Field Reps — how reps use form types on visits
- Staff Allocation hub — territory and coverage analytics
- Org management in Settings — invitations and member roles
- Glossary — territory, call plan, beat plan
Next: Orchestration