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To log in as an end-user:
- In your Internet browser, go to the Forsta End User login page - .
- Enter your end user login name, your password and the portal ID, then click Sign in.
https://author.<confirmitserver>/hierarchymanagement
Figure 1 - The Forsta End User login page
The Hierarchies page opens. This page lists all the hierarchies to which you have been given access.
Hierarchy List
When you log in as an end user, the Hierarchies page opens - . This page lists all the hierarchies to which you have been given access.
Figure 2 - Example of the Hierarchies page for an end user
The total number of hierarchies available to you is given beside the Search field. The list is sorted descending by last modified, so the most recently updated hierarchies will be on top. For each hierarchy, the list shows the hierarchy name (blue text), the Id number (black text below the name), the user who created it, the date it was created, and the date it was last modified and by whom. In addition, launched surveys and contact databases that use that hierarchy are given in the Used In column.
In the event your list of hierarchies is extensive, you can search for the desired hierarchy. Type characters into the Search box; the list is immediately filtered such that only those hierarchies containing the character string you have typed are listed. The search facility will look through the hierarchy names, the users’ first names, last names and user ID using the “contains” operator, that is the hierarchy will be included in the list if any of its parameters contain the character string anywhere within it. You can also search for the hierarchy ID, but in this case only a full match will be found (a search for 123 will only return hierarchy 123, not hierarchy 1234 etc.).
Click on the blue link for the hierarchy you wish to view.
The hierarchy opens - .
Figure 3 - Example of a hierarchy opened by an end user with limited node access
Depending on what permissions you have been assigned for the hierarchy, you may see the full hierarchy definition or just a subset of hierarchy nodes, and you may have been granted View permission or Manage permission for the nodes. View, indicated with an “eye” icon, gives you access to look at the details without being able to change anything, While Manage, indicated with a “cog wheel”, gives you access to add, move and delete child nodes, change node labels, and if the hierarchy has been set up with contacts, delete and edit the contacts and move them between nodes.
In the above example the end user can view the full hierarchy and the contacts in the Finance node, and has edit permission for the Marketing node. With this access the user can see and edit the contacts in the Marketing node and any unassigned contacts (the contacts have the cog wheel icon which opens the Edit menu) - (go to Editing the Hierarchy for more information).
Figure 4 - Editing the contacts in the node