Modifying Hierarchy Restrictions in User Manager

Overview

The hierarchy determines a specific restriction based on a user role. For example, a user may be able to see data only from a store, branch, or region, depending on its association with the hierarchy. The steps to make this change are provided in this article.

Solution

<supportagent>

Note for agents: client requests on this subject must be approved by an authorized program manager.

</supportagent>

Please follow these steps:

1. Login to your ResponseTek Portal.
2. Go to Tools > User Manager from the menu.

   
   
   

3. The User Manager tool is launched in a new window.
4. Search for the user that you want to modify and click on the Edit button.

   
   
   

5. Go to the Hierarchy Restriction tab.

   
   
   

6. Click on the Add button to search for a new Hierarchy Restriction or click on the X icon next to an existing one to remove it.

   
   
   

7. Click OK to save.

Testing

When logging in on the portal, modified users should now see data referent to the hierarchies in the list.