For Enterprise and Elite plans, you can create a team structure, or user hierarchy, to manage an extended team structure with employees on different tiered levels.
You need admin rights to create a user hierarchy.
Creating your user hierarchy
A user hierarchy is a tree of users in your organization, divided into teams and groups. The user hierarchy provides a way of granting data permissions in your company.
Create a user hierarchy
- Click the Settings icon (), then select Preferences > Manage Users.
- Click User Hierarchy, and click Activate to enable a basic user hierarchy for your account.
By default, the account owner is placed at the top of the hierarchy tree as the "topmost manager", and other users are direct reports to the topmost manager. To build out your team structure, you can add users above or below the topmost manager.
- To add a user as a manager, click Add user () to the left of an existing user.
- To add a user as a reportee, click Add user () to the right of an existing user (see Creating a user in Sell to add a new user).
The Reports to field is automatically populated with the manager. Alternatively, specify the manager that you want in the Reports to field. The new user appears in the user hierarchy.
- To change the position of an existing user in the hierarchy, select the user you want to edit, and click the pencil icon.
You can find a user by typing part of their name in the search bar.
Change the manager in the Reports to field, and click Save. You'll see the user move in the user hierarchy to report to the new manager.
To create multiple branches of teams on your tree, add peer managers at the same hierarchy level, and add employees beneath them.
- To make a user as the topmost manager, click Make topmost manager when you are editing the user. Only a user without reportees can become a topmost manager.
- Name your teams, by selecting a manager, and clicking the pencil icon.
Edit the Team Name field, and click Save. The new team name appears underneath the manager name in the user hierarchy.
You can see this field only if the user has reportees. All users who report to that manager are part of the team. Team names can be used to filter your reports, providing customized data for analyzing your organization's sales performance.
- Create one or more groups that contain users across the organization. This can help segment and filter your reports.
For each user you want to include in the group, select the user and click the pencil icon. Select an entry in the Group field (or create a new group) and click Save. The new group name appears underneath the user name in the user hierarchy.
- Set data access permissions for each user as you add them to the tree, or come back later when you've built out the organizational hierarchy.
To learn about the different user roles and permissions in Sell, see Managing user permissions.
- Verify a user's data access permissions by clicking a user's name in the user hierarchy.
Toggle the Show permissions bar to see permissions for leads, contacts, prospects and customers, and deals for a user. For each permission type, you'll see a green border on the user's hierarchy box, and a green border around all other users that have the same or lower data access privileges.
For example, if the user has the same permissions as their manager for contacts, the manager and user boxes both have a green border. If the user has permission to see their own deals only, the green border appears on the user's hierarchy box, but not on the manager's.