The Hierarchy page provides a comprehensive view of all the tiers within an account's hierarchy. This page is designed to make navigating and managing your account’s structure efficient and user-friendly. Admins, organization managers, and account managers can view the entire account hierarchy on this page, while tier managers can view only the tiers they manage.
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Tier Overview
The Hierarchy Page displays an organized view of all the tiers in an account's hierarchy. This allows managers to gain a quick understanding of their account’s structure at a glance.
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The following columns are included in the hierarchy view of tiers:
Tier name
Category: the type of tier it is (region, branch, team, etc.)
Users: the number of users within the tier(s)
Location name: the name of the tier as it will appear on public profiles, surveys, and reviews.
Published: Y/N toggles to indicate the publish status of the tier page
In addition to the default columns that are displayed on the hierarchy page, these additional columns can be added and/or removed:
Created date: the date the tier was created
Status: the tier’s status (newly created, active, or deactivated)
Adding and Removing Columns from the Hierarchy View
To add or remove columns from your view of the hierarchy, use the Columns section in the Filter box. Select or deselect the columns to display the ones you wish.
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Search Functionality
A search function is available, enabling you to locate specific tiers within your hierarchy quickly by name.
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Filter Options
The Hierarchy page offers plenty of filter options that allow you to refine your view based on specific attributes or criteria. Tiers can be filtered by various parameters such as location, type, publish status, or tier status. Available filters include:
Filter by hierarchy: select a portion of the hierarchy to display the tier and any descendent tiers assigned under it
Category: select the type of tier to display (HQ, region, branch, etc.)
Profile: filter to show tiers based on their pages' publish status (published, unpublished, all)
Status: filter to display tiers based on their status (activated, newly created, deactivated, all)
Creating and Saving Filters
The Hierarchy page offers the ability to save filters, making it convenient to access desired information quickly and efficiently based on customized filter criteria. Up to five filters can be created and saved for easy access and effective management of the hierarchy. To create and save a filter:
Filter the hierarchy using one or several filters from the menu on the left.
Once the filters are set, scroll down inside the Filter Hierarchy box. Type a name for the filter, then click the grey + button.
Your new filter should be saved for future access, accessible below all filter criteria, and identifiable by name.
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Sorting Capabilities
Sorting functions are available to help you arrange tiers in the order that best suits your needs. Although the default sorting method is to display the tiers in the hierarchical structure in which they are arranged, the hierarchy can also be re-sorted alphabetically by tier name or by number of users. To sort by either of these criteria, click the column header name.
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