Editing the Hierarchy
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About Editing the Hierarchy
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 yo...
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Editing Nodes
Each node in a hierarchy can be edited independently of the other nodes, and has its own Edit menu to facilitate this - . Figure 1 - The Edit menu for a nod...
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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 (“...
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Moving Contacts Between Nodes
If you have contacts assigned to your hierarchy, you can easily move them between any nodes to which you have manage permission in the event of job changes e...
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Editing Contacts
To edit the details of a contact.Click on the cog wheel on the right side of the contact and select View & Edit contact - .Figure 1 - Selecting View & Edit ...