The Incenteev hierarchy helps the platform understand better how your company is organized.
It will allow you to establish subordinate links between divisions, to link the collaborators to the right teams, and to simplify access to the different spaces (newsfeed, dashboard, challenges...)
A well-established hierarchy on your platform is a prerequisite for a successful Incenteev experience for you, as for your team !
The composition includes hierarchical levels and roles (What is a hierarchy on Incenteev ?)
In this article, we are going to show you how to create, modify, delete or archive a role on your hierarchy, directly from your Incenteev platform.
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Summary :
I. How to create a hierarchical role ?
II. How to modify a hierarchical role ?
III. How to delete or archive a hierarchical role ?
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First, you have to go to the right space in order to do these actions. Here is the path to follow :
Settings
Organization Administration
Manage Hierarchy
You will then have to go to the "Manage Hierarchical Levels" by clicking the link that indicates the number of roles created within a hierarchical level.
I. How to create a hierarchical role ?
On the "Manage Hierarchical Levels" page, click on the "New role" button.
You will then be brought to the page displayed below where you will have to enter the informations related to the blank fields :
The name of the role : the one that will be displayed on your platform's spaces
The name of the associated team : matches the name of the whole team associated to the role
The identifier of the Hierarchical Role : the one that will be on your hierarchical file (it has to be absolutely unique) (How to build the hierarchical file ?)
Along with :
Team Picture
Name the superior hierarchical role : to define the subordinate link
II. How to modify a hierarchical role ?
Here is how to read the "Manage Hierarchical Levels" page :
To edit the name or the settings of a role, click on "Edit role" :
Click on the three dots > Edit Role. On those three dots you will also have the possibility to :
Assign members (How do I change the hierarchical position of a user ?)
Archive role
Delete role
Once you are on the "Edit role XXX" page, you will be able to modify :
The name of the role : the one that will be displayed on your browser
The name of the associated team : includes the name of the associated team of a role alongside all of its subordinate.
The identifier : The one that will be on your hierarchy file (How do I build the hierarchy file ?)
The team picture
The superior role : to determine the subordination links
III. How to delete or archive a hierarchical role ?
Still from the page "Manage hierarchical role", after clinking on the three dots, you can :
Archive the role : It can be useful to activate or deactivate a role based on how your platform evolves but by keeping the historical background like the dashboard or the results.
Delete the role : this will make the role disappear with no possibility to get it back later
That's it ! Now you know how to create, edit, archive and delete a hierarchical role straight from the platform.
Please know that you can also make these changes faster by importing a hierarchy file (How do I build the hierarchy file ?)
We hope that this article was helpful, and we hope to see you very soon on your Incenteev platform !