End User Node Assignments

A Hierarchy may be set up with the ability to set End User Node Assignments, These can for example be used to control what a user has access to in reports (“role-based reporting”). If this is enabled, and you have a user with Manage access to the entire hierarchy, End Users will appear on the right side of the hierarchy. For a hierarchy with contacts, this will be a separate tab next to the Contacts tab - .

To associate an end user with a particular node:

1. Select the node in the hierarchy.
2. Click the + icon on the right side under End Users.
3. Select one or more end users and click Add users.

To remove an end user assignment from a node:

1. Select the node in the hierarchy
2. Click the X icon on the right side of the end user’s name.
3. Click Remove end user assignment to confirm.

Assignments between end users and hierarchy nodes are "many-to-many": An end user may be assigned to multiple nodes (for example a manager may be responsible for multiple units), and a hierarchy node may have several end users assigned (several business users would be able to see results related to a particular node).

Figure 1 - Setting End User Node Assignments