[5.0] Setup Company Hierarchy
Company Hierarchy lets managers see and update the assets, contacts, and opportunities for the team members they manage.
This gives managers access to their team’s work without giving them access to every team or the entire company. It is especially useful for canvassing teams.
Example:
A manager has a role with the permission “Update Assets.” By itself, this permission only lets the manager update assets they created. When team members are placed under that manager in Company Hierarchy, the manager can also update assets created by those team members.
This lets the manager help manage their team’s work without needing full company-wide access.
Important
- Using Pre-set Roles: To setup Company Hierarchy correctly, verify that all managers and their teams have the roles DealTrace Manager or DealTrace User and not have the roles DealTrace Admin or Asset Admin.
- Using Custom Roles: If you create Custom Roles, verify that the roles given to managers and their teams have permissions relating to assets, contacts, and opportunities except those with the permissions with "any".
- Example: A custom role can have permissions "Update Contacts", "View Assets", and "List Opportunities" but should not have permissions "Update Any Contact", "View Any Assets", "List All Opportunities".
- Exception: The permissions "View Any Contacts" and "List Any Contacts" can be given to roles being used in Company Hierarchy to keep a cohesive list of contacts through your company and to remove accidental duplicates.
- Don't Use Admin Roles: Users with the DealTrace Admin role, Asset Admin role, or custom roles with the "any" permission for assets, contacts and opportunities do not need to be set up in the Company Hierarchy, as they can already view and edit all assets, contacts, and opportunities inside the company.
Setup
1. Along the left-hand bar, select Company Settings page
2. Select Company Hierarchy
3. Drag each User under their corresponding managers