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How can I organize a hierarchical structure for my users? (Business & Enterprise)

There are 3 different roles in the Business or Enterprise account:

  • Administrator
  • Manager
  • User

The Administrator is in charge of the whole account and can manage all users and numbers. However, he is not included in the company hierarchy.

A corporate manager is a user who can have some other users under his responsibility. Not only he can send and receive faxes with his assigned number he can also have access to his users’ archive and view their sent and received faxes.


To define new managers, assign them new users and customize the hierarchical structure in your account, follow these steps:

  1. Login to your Business or Enterprise account
  2. Go to the Users section and click on the Edit button on the top right side of the Hierarchy box.
  3. To set different roles and move the users in the hierarchy, click on the arrow next to each user and move it to the desired level. Up to 3 levels is allowed in the hierarchy.
  4. Once you are done editing the hierarchy, click on the Save button in the top right of the box.

 

Important Note: All users that have users under their responsibility are considered as Manager, and can access the archive of their users.

for example, in the picture below manager1 can access the archive of user1 and user2. And user 1 can access the archive of user 2. But manager1 can’t access the archive of user3 and user4.

Likewise, manager2 can access the archive of user3 and user4, but user3 and user4 can’t access the archive of each other.

How can I organize a hierarchical structure for my users?

 

Updated on October 30, 2019

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