Setting up your Team Structure for Reporting
You can allow a user to see themselves and anyone who reports to them in the rep dropdown on reports. Before a user could either see just themselves or all other users.
With this setting, the user can only view their data. To allow the user to view additional reps, you must edit the reps user information in Admin > Users > User Setup. You need to select the user you want the rep to Report to. The user’s drop-down will now display the reps who report to them.
The user can also see data for any reps who report to the reps who report to them directly.
You need to disable the 'view all users' on any reports you do not want a user to see everyone’s data.