Adding a User to a Hierarchy

The Manage Functional and Hierarchical Roles user type permission is required.

Configuration > Hierarchical Roles

  1. In the Hierarchical Roles list, click on a role.
  2. In the Hierarchical Role page, click Add next to Users.
  3. In the User Selector page, select a user.
  4. Click Select.

The user will appear in the users list of the hierarchical role. The selected user will be called upon when an approval path uses this role.