Role Hierarchy in Pepperi for Sales Teams allows you to group your sales reps and manage them in roles on the Pepperi Web Admin with an unlimited hierarchy.
When a user with a particular role logs in to the Pepperi Web Admin they can see transactions and activities of all roles below them and manage all roles below them.
In order for Role Hierarchy to be enabled on your Pepperi system make sure you have purchased the correct Pepperi package. If you require this feature and it's not enabled then speak to your Pepperi representative.
Hierarchy views are only available on the Web Admin not on the Pepperi app on mobile devices. Users logged in on mobile devices will see only the Accounts, Activities and Transactions they are explicitly assigned to.
First create Roles in the hierarchy tree that correspond to managers, reps, or any other roles in your organization. Then assign the role to the users who report to it (in the user's profile).
For example, the top of the hierarchy is the admin role, then comes the national manager with 3 regional managers reporting to him/her, who each have 5 reps reporting to them.
This hierarchy would mean that the national manager would see the regional managers and all their reps in his dashboards when logging in to the Pepperi Web Admin, while the regional managers would only see the reps reporting to them:
When creating the users you would select the name of the role that they should fit in the hierarchy (see this article for details on how to creating users: Add Users).
User "Type" and User "Role"
ALL USERS should be created as "Sales Rep" type users and NOT "Admin" user types.
ONLY the highest level in the hierarchy should be an "Admin" User type.
All users reporting to the role above them are assigned the same role. In this example, all 5 sales reps reporting to the respective Regional Managers would have the role "Region A, B or C Reps"
If there were 2 Region A managers, they would both be assigned the role "Region A Manager" in their user.
When creating a sales rep who is a "Region A Rep" role, in the User's screen select this value from the "Role" menu:
The User Type should be Sales Rep (not admin):
Now the user with the role "Region A Manager" will be able to view all Sales Rep Users with the "Region A Reps" role when logged in to Pepperi Web Admin on a browser and viewing the dashboards and reports.
Hierarchy views are are only available on the Web Admin not on the Pepperi app on mobile devices. Users logged in on mobile devices will see only the Accounts, Activities and Transactions they are explicitly assigned to.