On Incenteev, the hierarchy reproduces the structure of your organization.
It allows you to establish the subordinate links between each team, to assign your users to the right teams or to give them access to the right spaces, such as news feeds, challenges, dashboards or quiz collections.
A well-designed hierarchy is a pre-requisite for a successful Incenteev experience that benefits you and your teammates
How do I access the hierarchy of my platform?
Go to "Settings"
Click on "Organization Administration"
And go to "Manage Hierarchy"
You are now on your platform's hierarchy !!
To access the full view of a Level, click on the orange link indicating the number of roles that it contains.
Levels and roles
A hierarchy is divided into 2 categories : Levels and roles.
A "Level" is used to define the major levels within your organisation (i.e Headquarter, Regions, Sectors, Divisions, etc.)
A "role" is a sub-category of the hierarchical level. They will allow you to go into details within these levels (i.e Regions : North, South, East and West) and link the users to their team.
Now that you know what is a hierarchy, you are ready to create your own!
Here are some articles that might help you on your journey to perfecting your hierarchy creation skills 😉 :
You want to attach a user to his team : How do I change the hierarchical position of a user?
You wish to attach several users at once via an excel file: How do I build the User file?
You wish to add, modify or delete a role : How to create, edit, archive or delete a hierarchical role ?
You wish to add, modify or delete a level : How to create, edit, archive of delete a hierarchical level ?
You wish to create or update your hierarchy in one single import via an excel file : How do I build the Hierarchy file?
See you soon on Incenteev ! 😃