Visibility Hierarchy

The visibility hierarchy helps you to setup viewing permissions for your deals, activities, contacts and companies.

In comparison to deal accessibility, the visibility hierarchy mainly depends on the assignee of the content. So when a deal or any other content is created, the person assigned to it and the person(s) at the top levels are able to view it.

 

The order of your hierarchy can be defined by moving the user to the appropriate level

In order to configure the hierarchies, you will have to enable the option within the Configurations tab.

  1. Click Configurations in the Menu
  2. Click User Accessibility
  3. Click on Enable Pipeline Hierarchy (two additional options will appear)
    1. Enable hierarchy for contact and companies
    2. Show deals, contacts, companies and activities to the created user

Once enabled the Hierarchy tab will be displayed in the Menu.