How does the hierarchical user view work?

The hierarchical view in the Users menu shows each user’s position within your organisation. You can identify their managers and the people who report to them.

The hierarchy appears on the left side of the screen.

Use the search bar to find active or deactivated users. Select a user’s name to open their record.

The information is organised into two tabs:

The following actions appear at the top of the screen.
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Select Edit to update the user’s information.

Select Duplicate to create a user based on the selected user.

Enter the new user’s details: nickname, first name, surname, email address, phone number, telephone extension, photo, and email settings.

The remaining settings are copied from the original user.

Select Deactivate to prevent the user from accessing the application. Their records, such as accounts, opportunities, and activities, remain saved.

Before deactivating the user, we recommend transferring their accounts and open opportunities to another user.

You can also reassign the people who report to them to another manager from Users in Sage Sales Management Admin.

You can reactivate the user at any time.

Select Send password to send a password reset email to the user’s registered email address.