All about Viewing Teams and Hierarchy
Overview
Viewing Teams and Hierarchy enables efficient team management by organizing users into groups with defined permissions.
Team Structure: Groups users based on location, hierarchy, or reporting needs.
Access Control: Data visibility is managed through assigned permissions.
Default Admin Team: An 'Admin' team is automatically created for all clients.
This product aims to:
Simplify the user experience in viewing individual or other team members' data
Defining a hierarchy or reporting amongst team members in viewing data
This ensures streamlined team collaboration and controlled data access within the system.
Plan & Permissions
To access the Teams and Hierarchy feature, you must have the Manage User and Manage Team permissions enabled. Follow these steps to verify your access:
Log in to your Meritto account.
Expand the Menu and navigate to User Access Control.
Click on Manage User.
On the User Listing page, select the Teams tab to access team-related settings.
Team Listing Page
On the Team Listing Page, you will see:
Team Names – Displayed in card format for easy identification.
Team Manager – Name of the team manager.
Creator Information – Who created the team.
Assigned Users – A preview of users assigned to the team.
Default Admin Team – Automatically generated and cannot be deleted.
If no users are assigned to a team, the Add option appears, allowing you to add users to the team.
Team Users
If a team has multiple users, only the first four user initials or profile images will be visible on the card.
A clickable count will indicate additional users, leading to a detailed All Users Listing page.
Actions Available on the User Listing Page:
Remove a User from a team.
Add a User to a team.
Modify User Permissions within a team.
Team Hierarchy
Users with Manage Team permissions can view the Team Hierarchy:
Click on the Hierarchy Icon beside the Create button on the Team Listing Page.
A Side Panel will appear, displaying:
Complete hierarchy structure.
Number of members in each team.
Conclusion
The Teams and Hierarchy feature in Meritto ensures seamless team collaboration by providing structured access to data based on roles and reporting structures. With clear team organization, controlled permissions, and an intuitive hierarchy view, institutions can enhance workflow efficiency and maintain data security. This feature simplifies user management, improves transparency, and supports better decision-making within the system.
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