Hierarchy

The Hierarchy feature visually represents the organizational structure within your account by showing who reports to whom in a clear, diagrammatic format. This helps users and admins easily understand reporting relationships, managerial levels, and team alignment across the platform.

Key Functions and Benefits

Visual Reporting Structure

Understand your team layout with an intuitive, tree-based diagram of reporting relationships.

Multi-Level Hierarchies

Supports complex structures by displaying users at different reporting levels across departments or functions.

Clear Reporting Lines

Easily identify reporting managers and their direct reports without navigating through multiple profiles.

On-Demand Details

Click the ‘More Details’ icon on any user banner to view their full profile in a side panel.

Customizable Display

Choose which user details (e.g., role, department, location) are shown on each banner by checking boxes in the ‘Display Fields’ side panel.

Collapsible Views

Minimize clutter by collapsing a reporting manager’s tree with a single click. The system will show how many users report to them in brackets.

How to Create or Modify a Hierarchy

To build or adjust your team hierarchy:

Step-by-Step Process

• Navigate to Hierarchy Settings:
  Go to Site Setup → Hierarchy. This opens the interactive Hierarchy Settings Panel.

• Assign Reporting Relationships (Drag-and-Drop)
• Locate the user you want to assign under a manager.
• Drag their banner and drop it on the manager’s name.
• A green line box appears to confirm the drop location.
• Once dropped, the user appears slightly indented under the manager’s name, indicating they now report to them.

• Collapse or Expand Reporting Trees
  Click on a manager’s name to collapse their hierarchy view.
• The system displays the number of direct reports in brackets (e.g., “John Doe (4)”).

• Customize What Information Is Displayed
  On the right-hand ‘Display Fields’ panel, check the boxes for any additional user details you’d like shown (e.g., email, phone number, team).
• These details will appear next to each user’s name in the hierarchy.

• View Complete User Information
• Click the ‘More Details’ icon on the right side of any user’s banner.
• A full profile panel opens with information such as contact details, reporting path, created/modified date, and more.