Creating and Configuring a Hierarchical Role

Before you start

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

Configuration > Hierarchical Roles

Here's what to do

1. Click Create.
2. Enter a code and a name.
   Create codes that will allow you to sort them in an order that represents the organization hierarchy. For example, 01, 02, etc.
3. Optional: Enter a description.
4. Click Save.
5. In the Hierarchy section, specify the superior role:
   1. Click Select next to Hierarchy.
   2. Select the role that will be above the role you are configuring. For example, if creating the Manager role, the hierarchy could be Director, meaning that the Manager will report to the Director.
   3. Click Select.
6. In the Assignees section, assign users to the hierarchical role. Several users can be associated to one hierarchical role, but a user may only be associated to one hierarchical role.
   1. Click Add next to Assignee.
   2. Select one or multiple users.
   3. Click Select.
7. Click Activate.

Results:

The new role appears in the Hierarchical Roles list and can be used to choose the superior role of a hierarchy.