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A hierarchy is often used for managing a set of business users that belong to particular nodes, for example managers of units on different levels inside an organizational hierarchy. In report dashboards, you may want to assign these business users to hierarchy nodes to control what results they will be able to see in reports (“role-based reporting”).
Reporting solutions, such as Reportal, have local end-user report permission settings that allow each end user to be assigned to a hierarchy node when conducting role-based reporting. However there are a number of benefits associated with assigning end users to nodes in the hierarchy in the Hierarchy Management module instead:
- If the associations are made inside Hierarchy Management, these assignments can be managed centrally:
- Node assignments can be defined once in Hierarchy Management, and used across many reports.
- You avoid assigning and updating these assignments locally in each report.
- The Hierarchy Management interface provides a simpler and more efficient user interface for making these assignments manually or through file uploads.
- With an add-on providing end users with the ability to manage the hierarchy, it is also possible to offload the management of the node assignments to business users who do not have a Professional User ID to Forsta Plus.