There is a change in your teams? You want to assign a user to another sector, another region, another division...?
You can do it by changing the hierarchical attachment of a user. 👇
Change the role via the user's profile
To do this, you have the quick method, by going directly through the user's profile.
You have to :
Go to the user management settings by clicking on the "Settings" button at the top right, then "Organization Administration" and finally "Manage Users"
Find the user whose hierarchical attachment you wish to change, using the search engine if necessary
Click on the button symbolized by the 3 dots on his line, then on "Edit the profile".
Change his hierarchical attachment in the "Hierarchical role" section
Click on the "Save" button
Change role via hierarchy management
There is also the precise method, passing the management of the hierarchy (What is a hierarchy on Incenteev?)
You must therefore :
Go to the user management settings by clicking on the "Settings" button at the top right, then "Organization Administration" and finally "Manage Hierarchy"
Remove him from his former attachment: Select the hierarchy level and then the role to which your user is currently attached. Finally, click on the red cross associated with his field.
And add him to his new attachment: Go to the corresponding role then: Assign members > Enter his name and surname > Click on the arrow > Save
And that's it, your user's hierarchical attachment is changed.
Change the role via the user file
Finally, there is a third method, if you want to change the attachment of several users, by going through the users file, you must therefore :
Go to the user management settings by clicking on the "Settings" button at the top right, then on "Organization administration" and finally on "Manage users".
Export the user list by clicking on the export icon to the right of the "import users" button. Then click on the first entry "Export in order to modify information in your user base and reimport it".
You will then receive an export email. Download the file and open it.
Secondly, go to "Manage hierarchy" in the administration of the organization.
Retrieve the identifier of the role(s) where you want to add your users. To do so, click on the level and then on the role in question. To the right of the role name, click on "edit role", represented by a pencil.
Copy the box "Hierarchical role identifier".
In your Excel file that you exported, delete the role to be changed and replace it with the identifier you copied.
Congratulations! Your user file is now ready to be uploaded in your platform. To do this, follow these steps:
Click on "Choose a file".
Look for the file you have just filled in.
The "simulation mode" is checked automatically. We advise you to first import your file in simulation mode. You will then receive a report email and will know if your file contains errors. You can then modify your file and import it again without any consequences on the platform. You can then reload your file by unchecking the simulation mode.
Don't forget to click on "Upload file".
🔎 The order of the columns is not important. They are marked by their headers.
⚠️ The file must be in CSV or XLSX format.
Congratulations! You are ready to apply changes to your employees' hierarchical positions on Incenteev.
😀See you soon on Incenteev 😀
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