Adjusting User Hierarchy Step by Step
The user hierarchy determines who can view and edit certain data within your companies records. The organization is imperative to maintaining a healthy CRM system so be careful when you are adjusting user hierarchy.
Step One: Navigate to the User Management menu
Step Two: Select the Edit button next to the User whose hierarchy ranking you wish to adjust
Step Three: Open the Select Manager drop-down menu and adjust who the user is below in the chain of command
Step Four: Click Save
Step Five: You can view and edit the User Hierarchy in the User Hierarchy menu as well