User Hierarchy Explained

We’ve had requests to explain the way the internal security allows different groups of users access to different records and how some users can see other users records.  So here are specific examples of how to configure LeadMaster for various types of organizations and roles.  You’ll also find specific instructions on how to change the labels in LeadMaster to accurately reflect the type of organization you want to create.

Access to records is divided first by workgroup, then by user hierarchy.  Depending upon a specific user’s role, the number of records the user can access or view in the database will vary.  Here are some of the most common structures within a LeadMaster WorkGroup: (Please access Administration and view Groups, Acct Mgrs, Partners, Partner Reps as a reference point for the following.)

1.  The one-tier hierarchy would be typical of a small organization. A company with sales managers who work with their sales reps directly would exemplify this kind of configuration.

This is an example of a single tier hierarchy of users.

This is an example of a single tier hierarchy of users.

  • In this case, you would turn off Partners and Partner Reps and re-label the default Groups as “Sales Manager” and Acct Mgrs as “Sales Reps.”
  • Renaming labels can be done under “Customize Pages” and Saving As. Remember that all workgroups under your database will be assigned these labels.

2.  Multiple-tiered hierarchies mirror organizations that partner with and sell through a franchise, dealer, reseller or channel. In this model, individual reps are overseen by managers, who may be overseen by other channel, or partner, managers.

This is an example of a multi-tier hierarchy configuration.

This is an example of a multi-tier hierarchy configuration.

  • In this situation you would turn off the default Acct Mgrs; Groups would be renamed “Channel Manager;” Partners and Partner Reps would remain the same.

3.  Expanding on the previous example, in larger companies there may be sales managers who preside over the aforementioned channel managers. The channel manager works with a network of third party organizations who in turn sell to the end user client.

This is an example of a multi-tier organization in a large company.

This is an example of a multi-tier organization in a large company.

  • Groups is renamed “Sales Manager.”
  • Acct Mgrs is renamed “Channel Managers.”
  • Partners and Partner Reps remain the same.

4.  Another example of a multiple-tiered hierarchy would be a larger organization that has sales divisions and/or regions.  Typically the Marketing Department and Inside Sales / Call Center have visibility into all of the records as is shown here in this example.  One or more executives would have access to the entire organization or group.

This is an example of a multi-tier, multi-channel organization.

This is an example of a multi-tier, multi-channel organization.

  • Executives would be classified as Administrators. You would configure their abilities to see workgroups and records individually under Logon Management.
  • Marketing Departments and Call Centers would be classified as Global Users. You can configure this as a security setting under Security Levels in Administration. Then assign this to all users in the marketing department/call center under their Logon Management.

One note about the graphic – you may think that the partner reps and account managers are the same level.  Don’t.  Look at the hierarchy in relation to the person above not necessarily the person to the side.  Each vertical group can only see their own records.  The higher you go the more you can see.  Leads can be routed and distributed throughout the organization.  Many LeadMaster users may not realize it but these assignment features have been available in the application since 2000.

 

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Explore posts in the same categories: General Info, LeadMaster Solutions

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