Outlook CRM for Teams | Prophet CRM

How to Adjust User Hierarchy

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Adjusting User Hierarchy Step by Step: 

The user hierarchy determines who can view and edit certain data within your companies records. The organization is imperative to maintaining a healthy CRM system so be careful when you are adjusting user hierarchy.

Step One: Navigate to the User Management menu

Step Two:
Select the Edit button next to the User whose hierarchy ranking you wish to adjust

Step Three:
Open the Select Manager drop-down menu and adjust who the user is below in the chain of command

Step Four:
Click Save

Step Five: You can view and edit the User Hierarchy in the User Hierarchy menu as well

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