What is Hierarchy Filtering in Gen2?

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What is Hierarchy Filtering ?
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Posted 3 years ago

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Hi Ramon,

Thank you for using Replicon Community.

The hierarchy filtering feature, when enabled, can be used to limit users' visibility to departments, projects and users based on their placement within the organization's hierarchy.

A hierarchy is defined by creating and organizing departments within Replicon. The top level of the hierarchy is, by default, labeled in the name of the Company. The department’s users are assigned to indicates their placement in the hierarchy.

Some examples of why you may choose to use hierarchy filtering are:

• There are a number of users administering the system, such as one for each business unit. Hierarchy filtering will, for example, prevent the administrator from Business Unit A from being able to view and edit details for users in Business Unit B.

• You have a number of project managers and want to prevent them from adding users from other departments to their team.

• You want to allow a department manager to report on data for everyone in their direct department, plus those in the sub-departments, but want to prevent them from reporting on higher-level departments.

Hierarchy filtering can be enabled at:

Administration > System > System Preferences > Security section

Thanks,
Lingaraj

(Originally posted by Lingaraj Dharwad)