Organization Hierarchy

Overview

Video walkthrough · 4:41See who can see whatWhere a submission lands, who can see it, and who gets told

Walkthrough of “Overview”

Video walkthrough · 1:33Find anyone in your organizationSearch the Hierarchy page, and manage it from the same view

Walkthrough of “Overview”

The hierarchy is a picture of how your business is actually organized — which sites belong to which region, and who works where.

It has three parts:

• Teams: groups you organize by, such as a region or a district.
• Locations: your individual sites. Every location sits inside a team.
• Users: your people. Each one belongs to either a team or a location.

This is the most important page in WorkWizard to get right, because almost everything else reads from it. Where somebody sits here decides:

• what they can see
• who receives an assignment
• who is asked to approve a submission
• what shows up in reports

When somebody cannot see something they expect to, the answer is nearly always here rather than on the form itself.

Viewing The Hierarchy

1. Navigate to the Organization page.
2. From there, you can view the hierarchy of the organization.

Expanding/Collapsing The Hierarchy

• Click on the Expand All button in the top left corner to expand the hierarchy.
• Click on the Collapse All button in the top left corner to collapse the hierarchy.

Searching The Hierarchy

1. Navigate to the Organization page.
2. Type in the search bar to search for any user, team, or location.
3. Click on the user, team, or location to jump to.
4. From there, the hierarchy will expand and will scroll to reveal the desired user in the hierarchy.

Viewing a User or Location

1. Navigate to the Organization page.
2. Click on the dots next to the User or Location you want to view.
3. Click on the View button to view more details for that particular User or Location.

Managing The Hierarchy

This section describes how to manage the hierarchy of the organization.

Who can do thisOwnerAdmin

Deleting Organization Entries

Locations, teams, and users can be deleted from the hierarchy.

Please refer to the deletion section of the organization item you want to delete for restrictions and caveats.

To delete an organization entry:

1. Go to the hierarchy view
2. Click on the dots next to the organization item you want to delete
3. Click Delete
4. Confirm or cancel the deletion