The Member Manager & Hierarchy feature lets organizations represent traditional reporting lines while keeping role structure. This makes it easier to see who reports to whom, comply with legal requirements, and visualize the human structure of the organization.

Who can manage the hierarchy settings?

Administrators of the platform can activate the feature and choose the root managers (the members that will be the starting top roots of the hierarchy tree) in the Administration Settings > Member Fields. They can also decide who can appoint managers and job titles: administrators or all members. Once they select all members, then all members will be able to appoint managers and job titles.

Setting up the hierarchy

Once activated by admins, two new fields appear on each member profile: Manager and Job title. To build the hierarchy, a manager needs to be assigned to each member. This can be done by editing a member’s profile individually or by using bulk actions from the Administration > Members dashboard.

If the Admin has allowed members to edit their own profiles, each user can update their own manager and job title directly.

Visualising the Hierarchy View

When assigning managers, the hierarchy is created automatically. On each member profile, you can see who manages them as well as the people they manage. Then, a new Hierarchy View becomes available in the Members app, showing a navigable and filterable organizational chart.

📌 Note: The inactive members won't be included in the members hierarchy view.

Updated on: 21/08/2025