Definitions

  • Level serves to group teams as per a hierarchy. It is to be used to build a distribution structure.

  • Label serves to group team without a hierachy. It is to be used as a tag to group teams with the same function, like for a type of sales, or channel, etc

Having Hierarchy levels means that any teams that is added to a lower level gets added to all the superior levels.

How to create levels and labels

In the client setup, go to the Teams Section then Team label/level.

Label can be:

  • Open text

  • Single choice, in which case you need to define the options

For levels, you need to define a hierarchy. After creating a level, you need to tick “has hierarchical constraints”, then you will have to select the father level.

The hierarchy will then appear like this

How to view and edit levels and labels

Once levels and labels have been created, you will see them on the left menu of the team's section

When clicking on a label/level, you will see the number of teams that belong to it.

Each label/level contains:

  • teams

  • mobile users (all the users from the teams associated with that level / label)

  • web users (all the users from the teams associated with that level / label)

  • workflows

You can view or edit this by clicking on the action buttons at the right, where a modal like below will appear.

the display in yellow means the mobile users belong to some of the teams, but not all of them. If the user belongs to all of them, it will appear in green.

If you add a mobile or a web user there, it will automatically be added to all the teams of that level / label.

This is useful if you want for example a regional manager to view the performance of all the staff in his region

Manage the hierarchy

Once you have defined this structure, in the team section, click on “Manage hierarchy” to:

  • upload a hierarchy using the template. This is where you indicate the values for each level

  • visualize the hierarchy in a structured tree

you can’t have the same value for two different levels, say “center”. That will cause the hierarchy to be rejected.

On the tree view, you can:

  • move one team to any other node at the same level

  • add or remove a level

  • expand/collapse each node

There is a Levels filter at the top left, this enables you to filter out levels that you don’t what to see at any particular time.