Maintaining an accurate member hierarchy is essential for clear reporting lines and effective team management. In Access Evo, to set up your organisational chart, you can assign reportees and managers to your members.
View hierarchy
To view the current member hierarchy, follow the steps:
Click the Members
icon.
Click on the member you want to view.
Click the Show member in hierarchy view
icon.
Assign a reportee or manager
To assign a reportee or manager to a member, follow the steps:
⚠️ Important: To follow these steps, you need Administrator permissions.
Click the Members
Find the relevant member and click the three-dot menu on their member card.
Choose Assign to a Manager or Assign to a Reportee, as required.
Select the appropriate person from the list, then click Assign.
Click Confirm.
Assign to a manager option isn't visible
If the option to assign a manager isn’t visible, you need to enable the Allow all users to view hierarchy setting.
Follow the steps to enable this:
⚠️ Important: To follow these steps, you need Administrator permissions.
Click your name in the top-right corner.
Click Organisation Settings.
Click Member Options.
Under Members Visibility, select the Allow all users to view hierarchy checkbox.
Scroll down and click Save Changes.