Setting Up End User Node Assignments

Enabling End User Node Assignments

A hierarchy must be associated with a hub and an end user list to do end user node assignments (go to Hierarchy Settings for more information). With those set, end user node assignments can be turned on with a switch in the Hierarchy Properties overlay - .

Setting End User Node Assignments

When the Hierarchy is set up with End User Node Assignments, 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.

Associating End Users

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.

Removing End User Assignments

To remove an end user assignment from a node:

1. Select the node in the hierarchy
2. Click the cogwheel icon on the right side of the end user’s name.
3. Click Unassign.
4. On the confirmation dialog click the Remove End User Assignment button.

Editing Roles

To edit the role for all the nodes user is assigned to:

1. Select the node in the hierarchy
2. Click the cogwheel icon on the right side of the end user’s name.
3. Click Edit role
4. Type the new role in the "Role" field.
5. Click the Save button.

Assignments between end users and hierarchy nodes is 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).

End User Node Assignments can be modified by Professional Users or End Users with Manage permission to the entire hierarchy.