Add Users and Roles to Hierarchy Nodes

Implementation Tip: If you would like to learn more about hierarchy node roles, view this article first.

Navigate to your organization's hierarchy: 

To set up your organization's hierarchy structure, navigate to Account Settings and go to the Hierarchies page.

Locate the Hierarchy Node you wish to apply a Hierarchy role to:

1) Navigate the hierarchy tree, or search for and select the appropriate hierarchy node. 

2) Click on the hierarchy node so that the node information is editable on the right pane of the screen. 

3) Open the 'USERS' tab, locate the user(s) that requires a role update (Note: You can also add the user now if they are not currently associated with the node). 

Click on the checkbox associated with the user(s). 

4) At the top of the user listing, click on the 'Assign Role' option.

5) Select the appropriate role for the selected user(s).

4) Save the node