Overview

User Management and Team Hierarchy enables efficient workforce organization and access control.

• Role-Based Access: Manage user permissions to ensure secure data access.

• Team Structuring: Define hierarchies for clear roles and responsibilities.

• Enhanced Collaboration: Streamline teamwork with structured user management.

This ensures secure, organized, and efficient team management within the system.

Plan & Permissions

• You must have access to User Access Control in Meritto.

• Ensure you have permissions to Manage Users and Manage Permissions.

• If you do not have the required access, contact your Customer Success Manager.

Navigation & Access

1. Log in to your Meritto account.

2. Click on the Menu to expand it.

3. Navigate to User Access Control > Manage Users.

4. Here, you can view and manage user roles, permissions, and team hierarchy.

Default Role-Based Access

Meritto provides predefined user roles to ensure structured access control. Each role comes with a specific set of permissions tailored to user responsibilities.

Predefined Roles:

• Admin – Full access to all settings and user management.

• Manager – Can manage teams and assign tasks but has restricted access to system configurations.

• Counselor – Limited access to lead and communication management.

• Support Staff – Basic access to assist in operational activities.

For more details, refer to this article: Creating New User in Meritto

Custom Role-Based Access

Organizations with unique workflows may require custom access controls. Meritto allows you to create custom roles and define permissions based on specific business needs.

Steps to Create a Custom Role:

1. Go to User Access Control > Manage Roles & Permissions.

2. Click on Create Role.

3. Assign a Role Name and configure permissions.

4. Save the role and assign it to users.

For more details, refer to this article: How to Assign Permission to a User?

Teams & Hierarchy Management

To ensure smooth workflow and accountability, Meritto enables hierarchical team structuring. Admins can create teams, assign reporting managers, and define user responsibilities.

Managing Teams & Hierarchy:

1. Navigate to User Access Control > Manage Teams.

2. Click on Create Team and assign users.

3. Define reporting structures and team responsibilities.

4. Save changes to implement the hierarchy.

For more details, refer to this article: All about Viewing Teams and Hierarchy

Business Relevance

• Security & Access Control: Ensures users have access to only relevant data and functionalities.

• Streamlined Workflow: Facilitates better collaboration and role-based task delegation.

• Compliance & Accountability: Helps maintain transparency in user activities and responsibilities.

Conclusion

Meritto’s User Management and Team Hierarchy module simplifies workforce organization, ensuring secure and efficient access control. With role-based access, structured team hierarchies, and customizable permissions, organizations can enhance collaboration, streamline workflows, and maintain data security. By implementing these features, businesses can improve operational efficiency, enforce accountability, and ensure seamless team management within the system.