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Organizational Management

Organizational Management in CoreInteract is used to easily configure which roles/users have access to view/manage other roles/users’ information.

For example, a manager will need to be configured in a way that can view/manage reporting and other information of the users to who they are directly responsible.

Organizational Management allows you to easily manage your business’s hierarchy in a visual way.

Click Edit in the menu bar and click Organization Management.

Please note that you must complete the Roles section of the course to be able to edit the Organization Management within CoreInteract.

Editing the Organizational Management Tree – by Role

To edit the Hierarchy Tree. Click and drag a role and move it to a role that it must sit under.

In the example shown, we have moved Test A to Mentor by clicking on Test A and dragging it over the Mentor box.

CoreInteract will show a green tick if that Role can be assigned as shown.

However, if the role cannot be assigned CoreInteract will show a red cross.

In this example, Mentor now has the ability to have access to Apprentice, Trainee, and Test A’s information. However, Mentor does not have access to Brook-Supervisor or Brook-Agents below.

To look at a specific Roles Hierarchy, click on the Role in the left-hand box.

The right-hand box will then only highlight the selected Role.

To go back to viewing the complete Role Hierarchy, click on the specific role again.

Editing the Hierarchy Tree – by User

The steps to edit the Hierarchy Tree is the same as the Roles above, however, you will be able to see the users’ name and the role they have been assigned in blue underneath.

This is useful to see if there are any users who have been assigned the incorrect role during setup and can be amended later.

Once you have set up your Organizational Management tree you can move on to Setting up Workgroups and User Assignments.

Updated on 10 November 2021

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