How to create a Business Hierarchy?
Step-by-Step Guide to Create Business Hierarchy:
1. Navigate to Business Hierarchy Section
Click on the 'Settings' option.
Navigate to the 'Categories' section and select 'Company'.
Click on ‘Business hierarchy’.
2. Add Role to Business Hierarchy
After clicking on ‘Business hierarchy’, a new page will appear on your screen.
Click on the 'Add role' button.
Enter the role name you want to add to create the business hierarchy.
Click on ‘Add’.
You can assign a parent role within the hierarchy, and the structure will be reflected on your screen.
3. Assign Screens and Homepage for a Role
Return to the settings menu and choose the "Role" option.
Select the role you have created.
You will see the following options on your screen:
Choose the screens you want to provide access to for sub-account users with this role.
Select the homepage that will appear when sub-account users log into the portal.
Click on the 'Save' Button. The role will be added and can be assigned to the person added for the sub-account.
Conclusion
By following these steps, you can easily create a business hierarchy that aligns with your organization’s structure. This ensures clear role assignments, streamlined access, and effective management within the system.
Business hierarchy helps in defining clear responsibilities and access levels within the organization.
Dyrect’s back-office system allows customization of hierarchy to suit organizational needs.
Each role can have specific permissions and a designated homepage for efficient navigation and management.
FAQ
1. What is a business hierarchy in Dyrect?
A business hierarchy in Dyrect defines how roles, permissions, and reporting structures are organized. It helps manage who can access what within the platform.
2. Why is setting up a business hierarchy important?
It ensures:
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Clear delegation of responsibilities
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Controlled access to features
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Smooth workflow and management
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Proper visibility for each role
3. Can I create multiple levels of hierarchy?
Yes. You can create parent and child roles to build a multi-level structure based on your organization’s needs.
4. What is a parent role?
A parent role is the higher-level role in the hierarchy. Any role assigned under it becomes a child role. Parent roles can see or manage items assigned to their child roles (depending on permissions).
5. How do I give permissions to a role?
After creating a role, go to Settings → Role, select the role, and choose the screens that the sub-account user should have access to.
6. Can each role have a different homepage?
Yes. You can assign a custom homepage for each role so users see a relevant landing page when they log into the portal.
7. Can I edit a role after creating it?
Yes. You can edit role details, permissions, and homepages anytime from the Role section.
8. Can two roles have the same parent role?
Yes. Multiple child roles can be assigned under the same parent role to create parallel hierarchies.
9. What happens if a role has no parent assigned?
If no parent is assigned, the role exists at the top level. It will not inherit or report to any other role.
10. Can I delete a role from the hierarchy?
A role can be deleted only if it is not assigned to any sub-users. If assigned, you must first reassign or remove the role from the user.
11. Do users automatically get access to child-role data?
Parent roles can access data of their child roles depending on assigned permissions.
12. How does the hierarchy affect sub-accounts?
Sub-account users receive access and visibility based on:
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The role assigned to them
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The permissions configured for that role
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The hierarchy structure they belong to
Need Assistance?
If you require Dyrect to assist you with an integration, you can do so by following these steps:
- Create a support ticket by submitting a form here or email us at support@dyrect.co
- A support will reach out to you to request access to your Shopify store.
Schedule a Personalize Demo
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