How to define the CRM Employee Hierarchy
Employee Hierarchy means the arrangement of individuals within a corporation according to power, status and job function. What you can see and manage in the crm is dictated by the hierarchy you set.
Employee Hierarchy can only be defined by a crm user with Administrator rights.
See below a general company structure and the necessary web3box crm settings.
Note: Each company’s hierarchy will vary from this general structure.
Level 1
Tony is in the top of hierarchy, he sees everything that happens in his company.
Level 2
Then, are two people with management jobs, Steve and John.
Steve is the Sales Manager, he sees his activities as default and he can choose to see Roger’s and George’s activities (in this case, activities related with contacts, leads, opportunities and customers).
John is the project manager, he sees his activities as default and he can choose to see Daniel’s, Mary’s, Jim’s and Taylor’s activities (in this case, activities related with tasks and reports).
Level 3
We have Daniel for the team leader job. Because he reports to John, we have to set permissions for Daniel. He sees his activities as default and Mary’s, Jim’s and Taylor’s activities.
You can see that the visibility is in one direction, from the top to bottom. Daniel can’t see John’s activities, John can’t see Steve’s activities and so on. As a note, keep in mind that the Sales team can share records among them. Even if someone is lower in the hierarchy, can have a shared record from someone above him. Let’s say Steve decided to delegate George to work with one of his clients; in which case he will share the client with George.
Open the Employees Hierarchy module to do the necessary settings. You will find the link in the top menu under My Company called Employee Hierarchy.
Referring to the image above {Employee Hierarchy} for instructions on how to set permissions for Steve, the Sales Manager.
Explanations:
In the View Hierarchy page, we select Steve from the employee dropdown.
Then we click on one group, like Sales Force Automation groups.
In the right side we can see all employees who are part of this group.
What we have to do is check the box for the employees we want to be managed by Steve. As a result, Steve will see selected employees’ activities.
We will check George (Rep), Roger (Rep) and we will leave Tony (CEO) unchecked. That’s because we know that Tony is above Steve in the hierarchy.
And you will repeat this process any time when you have a new employee added into the crm.
Dashboard widgets:
Web3Box CRM Dashboard only displays as default the records associated with the employee logged in. If the employee is somewhere above others in the hierarchy system, then can choose to see other records too. See example below:
Employee Leads
Employee Leads and the leads from others. Notice that the checkbox for ALL is checked.
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