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Users: Hierarchy view
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Written by Training
Updated over a week ago

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In this hierarchy view you can access information about created users as well as see them organized by position in a hierarchy tree (various user hierarchy levels). This hierarchy system makes it easier to assign permissions to users.

The distribution is displayed on the left of the screen. A search function is also included at the top of this section so that you can search for specific users and filter by disabled user profiles. Users are colour coded to highlight whether they are active or inactive; active users are dark grey whereas inactive users are light gray.

Click above a name to view information about a user. A new window is displayed with all their data, as confirmed upon creation. Data is divided into three sections:

  • User information: connection data, general information and extra fields.

  • Roles and permissions: a summary of all roles assigned to the user is displayed at the top of the screen. This screen also:

    • Displays all active permissions assigned to the user.

    • When you click to view further information a description of what the user’s permission level enables them to do is displayed as well as the role that has been assigned to them.

  • Email synchronization: synchronized email accounts.


When you click on a user, the following permission options are displayed at the top of the screen:

  • Edit user information: the same screen that’s displayed when you create a new user appears.

  • Duplicate user: information required for new users on the user info tab: nickname, name, surname, email, phone number, extension, photo, plus email synchronization for section data. All other information is maintained.

  • Disable user: A deactivated user will not be able to log in to ForceManager applications.

    The entities related to the deactivated user will be kept in ForceManager. The companies, opportunities, activities, etc. We recommend that before deactivating a user, you transfer the open accounts and opportunities to another user. You can do this easily from the web application, using the "Responsible" filter and the bulk modification.

    We also recommend that if the disabled user is hierarchically above other users, you assign them to another user. You can do this easily in the "Users" module of ForceManager Admin.

    This action can be reversed by re-activating the user.

  • Password recovery: Send a password recovery email to the user’s registered email address. Once the email has been sent a confirmation message is displayed.

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