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Admin Settings

Office Role Hierarchy

View and manage the company role hierarchy tree.

Information
  • Company Root: “Company Owner” cannot be moved or edited.
  • Drag & Drop: Click and drag a role to another role to change its parent.
  • Save Changes: After dropping a node, click "Confirm Save" in the modal to update the hierarchy.
  • Cancel Changes: Clicking Cancel reverts the tree to the previous state.
  • Navigation: You can zoom and pan the chart using the toolbar or mouse scroll.
  • Search: Use the search bar to find roles quickly.
  • Auto-Adjust: The tree automatically fits after any move.
  • Child Levels: Moving a parent updates all its child roles’ levels automatically.