Corporate account is divided with 3 main roles:
- Corporate administrator
- Corporate manager
- Corporate user
Corporate administrator is in charge of the corporate panel and can manage all users and numbers. He is not included in the company hierarchy.
A corporate manager has some corporate users under his responsibility. He can access to his user’s archive.
Here are the few steps to perform to have a hierarchical structure in your corporate panel:
1. Login to your Corporate Administrator account
2. Go to the Users tab and make sure to have several users. At the top right of the box, click on Edit Hierarchy.
>> Hierarchy can be set with 3 levels. You just need to move the arrow next to the username and move it to the wished level, as displayed in the figure below.
3. Once the hierarchy has been edited, click on Save in the top right of the box.
Note: All users that have users under their responsibility are considered as Corporate Manager, and can access the archive of their user.
In the previous example, manager1 can access the archive of user1 and user2. And user 1 can access to the archive of user 2. But manager1 can’t access the archive of user3 and user4.
Likewise, manager2 can access to the archive of user3 and user4, but user3 and user4 can’t access to the archive of each other.
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