How to Set Up User/Organization Hierarchy

1. Feature Overview

You can configure your LeadSquared account to reflect the hierarchy/reporting structure of your organization. Once set up, you can use the hierarchy to leverage features like LeadSquared Goals, Reporting, and Automation (for automated escalations).

LSQ Organization Hierarchy feature

 

2. Prerequisites

  • You must first create all the required users in your LeadSquared account (see Manage Users).
  • You must be an Administrator user to set up user/organization hierarchy.

 

3. How It Works

The user hierarchy is automatically created based on the ‘Reporting To’ field specified when a user is created. For information on how to create users, see Manage Users.

LeadSquared organization hierarchy

 

3. Set Up User Hierarchy

The user hierarchy drag and drop interface lets you set up your organization structure in minutes.

Even if you didn’t specify the reporting manager while creating the user, you can still use the drag and drop interface on the User Hierarchy screen to set up or change the reporting structure –

  1. Navigate to My Profile>Manage Users.
  2. Hover your cursor over the Actions menu, then click View User Hierarchy.
  3. Drag and drop users above or below each other to create your desired reporting structure.

LeadSquared User Hierarchy

 

4. Next Steps

Once your user/organization hierarchy is set up, you can –

 

5. Any Questions?

Still have questions? Leave us a comment below and we’ll get back to you ASAP.

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