User Hierarchy
Benefits
- Approve Timesheets based on reporting hierarchy.
- View a user's reporting details.
Enable User Hierarchy
- Click
on the top right corner of the page.
- Click Portal Configuration > Configuration and select User Hierarchy tab.
- Toggle the Enable User Hierarchy setting.
Configure User Hierarchy
- Click
- Click Portal Configuration > Configuration and select User Hierarchy tab.
- Toggle the Enable User Hierarchy setting.
- Click Import CSV.
- Select a file to upload and click Continue.
View User Hierarchy
- Click
- Navigate to Manage Users and then click Portal Users.
- Select Tree or Grid view in the upper right corner.
- Enable user hierarchy to access the grid and the tree user view.
- Users not mentioned in the CSV will be mapped directly under the portal owner.
See Also
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