A topmost manager is the person in your organization whom all employees report to. After you have set up your user hierarchy, you can change a user to be the topmost manager in the account, so long as they do not have any subordinates reporting to them.
For more information about creating groups and teams in Sell, see Understanding groups and teams in Sell.
This article covers the following topics:
Creating a topmost manager
You must have admin rights to create a topmost manager of an account and the reporting structure of their users. You can only make a user with no reportees the topmost manager. If the user has reportees, you cannot make them the topmost manager.
To create a topmost manager
- Enable a user hierarchy for your account to create a topmost manager (see Creating a team structure (user hierarchy) in Sell).
- Under Settings > User management > User hierarchy, click the user's name to edit their permissions.
- Click Make topmost manager .
Changing the topmost manager
You can replace or change the topmost manager.
To change the topmost manager
- On the Sell sidebar, click Settings > User management > User hierarchy.
- Click the user you want to make topmost manager.
- Click Edit user > Make topmost manager.
6 comments
Taylor Choonhaurai
Why is a topmost manager not the person with all the contacts reporting to them? This is not very clear. If everyone reports to the topmost manager, why are there no reportees?
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Kaja
Hi Taylor, thanks for the question! Actually, the topmost manager should have all the (Sell) users reporting to them. If you are seeing it differently in your account or have any issues with the user hierarchy please open a ticket with Zendesk Sell Support (including screenshots) so we can look into it in more detail.
Warm Regards
Kaja Błachowicz | Zendesk Sell | Technical Support Engineer Visit our Support Center
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Ben Minutoli
How do I delete a topmost manager
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Laura Hippert
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Shannon Simmons
There needs to be an option to disable the hierarchy. I enabled it for testing purposes and now there are certain user restrictions. For instance, not all users see all of the contacts in our database, even though I changed the settings for them to view all contacts.
Also, not all of our users have the ability to merge any contacts. We need this fixed and/or reversed as soon as possible and the support person I talked with was not being helpful. Their response was simply "only an admin has the ability to merge or be the owner of the account" when I am one of the admins. I made one of my colleagues the "topmost manager" and now I don't have the ability to merge contacts.
Again, we just want to disable the hierarchy because it is restricting all the user's settings.
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Kaja
It is not really possible to disable hierarchy from the technical standpoint as it may cause some system conflicts, however if you think this feature would be useful please post the feature request here: https://support.zendesk.com/hc/en-us/community/topics/360003042793--Feedback-on-Sell Our PMs directly read and engage in this forum and take these requests into consideration in their future feature development.
Normally the permissions should allow you to work out which agent can do which operations but if you are having issues with that please submit a ticket specifying a Sell permission issue and rest assured we will assist.
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