We’re excited to introduce a new feature that allows you to manage your hierarchy configurations. This gives you full control over reporting lines and staff placements, enabling you to make updates quickly and easily without needing to wait for support cases to be processed.

While this may be a new step for you, rest assured, the process is simple and intuitive. With this new self-service capability, you’ll be able to make changes as needed, ensuring your organisation remains flexible and adaptable at all times.

What are the benefits?

Clear Structure: It defines roles, reporting lines, and responsibilities, helping everyone understand their position and reducing confusion.
Customization: You can adjust the hierarchy to meet specific needs, such as changes in leadership or expansion.
Flexibility: By modifying or building your hierarchy, you gain full control over reporting lines and staff placement.
Cost Savings: Building and adjusting your hierarchy proactively can help you avoid the costs associated with larger, more complex changes later on.

Who can access hierarchy configurations?

Access should be restricted to specific system administrators. If a user needs permission granted, please raise a support case to request this.

Helpful guides and resources

Below are helpful guides and resources to help you manage your hierarchy. where you access and modify hierarchy configurations.

Need one-to-one training?

We offer training sessions on managing your hierarchy. You can use flex points or request a quote. Raise a new support case with your requirements.

Can you make the hierarchy amendments for me?

Yes! We can make amendments for you. You can use flex points or request a quote. Raise a new support case with your requirements.

Manage the hierarchy

The hierarchy structure controls who can see which users and sites in your stats and reports. There are two main parts of the hierarchy, explained below. The placement of a user or site determines whether you need to manually add users as parents to other users or site accounts.

Organisation Hierarchy

This includes upper-level staff such as head office and higher management positions. The organisation hierarchy is managed manually, by adding users as descendants to other users or sites as needed.

Check out this handy guide for more about how to manage your organisation hierarchy.

Site Hierarchy

Users like site administrators, management, and other staff are typically placed in the site-level hierarchy. The hierarchy rules you set govern where users are placed. This means any user set up or transferred to a site will automatically be placed in that site's hierarchy.

Check out this handy guide for more about how to manage your site hierarchy rules.