Understanding the Hierarchy
The hierarchy organises staff in a structure, just like a family tree. People at the top have the most oversight, while those lower in the structure only have access to users and reports for their specific areas.
Hierarchy terminology
Organisation Hierarchy: Includes higher management and head office staff. Users are manually placed in their positions.
Site Hierarchy: Includes site administrators, lower management, and all other staff at a site. Users are automatically assigned based on set rules.
Key Terms
Parent: A user directly above another in the hierarchy.
Child: A user directly below another.
Descendants: All users below a specific user in the hierarchy.
This setup helps control who sees what in reports and stats.
Manage site hierarchy rules
The Site hierarchy uses preset rules to automatically place users in the right hierarchy position. This guide will show you how to set up and modify these rules, including applying changes to existing staff.
⚠️Important: To make changes, you need specific permissions. If you don’t have access, please submit a support case.
Amend existing site rules
Log in to the Admin Tool.
Click Config, then click Hierarchy.
Click Site.
Rules under the Site Hierarchy config can be amended using the action icons listed in step 6. If no rules show, this means site-specific rules are in place instead. To locate the site rules, use the search box to type in the site name, and select it when it appears.
Click the expand icon next to the site or position until you locate the one you want to amend, or come to the end of the list.
Click the icon next to the site or position depending on which action you want to take. See below.
Add a child.
Delete the rule.
You'll be given the option to replace this rule with another one or replace the parent.
Click Save.
Click Site Rebuild to apply the new rules to existing users.
📌Note: Allow 2-4 hours for your changes to reflect on the system.
Set up new site rules
Set up new site hierarchy rules
Before you begin setting up hierarchy rules, it’s important to decide whether they’ll apply across all sites or only to specific sites. The Admin Tool makes it easy to create, edit, and apply these rules so your hierarchy reflects your organisation’s structure accurately. Follow the steps below to get started.
Set up rules that are not site-specific
Set up generic rules that apply to all sites within your company.
Log in to the Admin Tool.
Click Config, then click Hierarchy.
Click Site.
Click the add child icon.
From the list, select the position that'll sit above all users at a site. For example: Home manager.
Click Add.
Next to the rule you've just added, click the add child icon.
From the list, select the position(s) that'll sit below the first position. For example: Deputy manager or all remaining positions.
Click Add, then click Save.
Click Site Rebuild to apply the new rules to existing users.
Set up site-specific rules
Set up rules that will apply to specific sites.
Log in to the Admin Tool.
Click Config, then click Hierarchy.
Click Site.
In the search box, type in the site name, and select it when it appears.
Click the add child icon.
From the list, select the position that will be above all users at a site, such as Home Manager.
Click Add.
Next to the rule you've just added, click the add child icon.
From the list, select the position(s) that'll sit below the first position. For example: Deputy manager or all remaining positions.
Click Add, then click Save.
Click Site Rebuild to apply the new rules to existing users.
📌Note: Allow 2-4 hours for changes to reflect on the system.
Manage your organisation hierarchy
Need help managing the organisation part of the hierarchy? Take a look at this handy guide for step-by-step support.