Understanding hierarchy terminology
To help you understand the hierarchy, please see our terminology below:
Family tree | The structure of the hierarchy. |
Parent | The person directly above the user in the hierarchy. |
Child | Anyone directly beneath the user in the hierarchy. |
Descendants | Everyone below the user in the hierarchy. |
The Organisation hierarchy defines the reporting structure within your organisation by linking users to their managers and teams. You can use the hierarchy configuration to add, remove, or update these relationships, ensuring the structure accurately reflects your organisation.
Make changes to the above site hierarchy
To change the parent of a user in the above site hierarch follow the steps below:
📌Note: Before you start, please be aware that to follow these steps, you need admin permissions. If you don't have it use the Access Digital Assistant for further support.
Log in to the Admin Tool.
Click Config, then click Hierarchy.
Click Organisation on the top page.
Locate the user that needs removing, click the Remove
icon.This removes them as a descendant of that user.
If they have descendants you need to remove these and add them back once you've changed this user parent.
If you do not want to remove the user, click the Replace
iconand select one of the available replacement options:
Replace this user: Replaces the selected user with another user in the hierarchy.
Replace this user's parent: Assigns a new parent to the selected user. This will remove all other parents from the user and trigger a hierarchy rebuild once the new parent has been selected.
Locate the new parent and click Add Child
icon. Search for the user's name who you want to add.
Click Save, then click Organisation Rebuild.
This will now rebuild the hierarchy.
Allow up to four hours for your changes to update within your system and reporting.