Sales teams have hierarchies where salespeople report to managers who in turn report to the management. You can set up the user hierarchy to regulate access to records and help managers view their reports’ records.
To set this up,
- Go to Admin Settings > Teams & Territories > Users. This opens the users page and presents you with both Active and Inactive users.
- Select the user to whom you want to add a Reporting Manager. This takes you to the User Settings page.
- Click the Reporting to dropdown and search the user who will be the Reporting manager.
- Click Save.
You can bulk assign reporting managers to the users using the file import option.
How can I see the Reporting Manager of the user?
- Go to Admin Settings > Teams & Territories section. Click Users. Here, you can find the reporting manager for a user if assigned.
How can I see the hierarchy?
- You can see your hierarchy/org chart from Admin Settings > Teams & Territories > Users. Click View org chart button which takes you to Org Chart page.
- If you want to look at the org chart of any user, select the specific user from the Users page. This takes you to the Users Settings page. Click the View in org chart/direct reports button.
- This takes you to Org Chart page that shows the hierarchy of the user.
What happens if a manager is deleted?
When a user with the role manager is deleted, his reports will be reassigned to the user higher up on the hierarchy For example, when a Sales Manager is deleted, his team will be reassigned to his superior, for example, say, Regional Sales Manager.
Users at the topmost level of the hierarchy cannot be deleted without their reports being reassigned.
How to find out when a user had logged into the CRM?
The CRM gives users Org Admins ability to access the last login information of all users added to the account. Admins can sort users in ascending/descending order of their Last Login time. This allows Admins to track the usage of the CRM by their team.
Every time a user logs into the CRM, a session is created. This will enable Org admins to better track users’ CRM usage so that they set a Session timeout. Whenever a session timeout is reached, users are forced to log out and log back in. The login timestamp can be tracked under User settings.
Note: You need to be an Organizational Admin to access the Session management page. You can find this under Security in your Neo Admin Centre.