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Manage member hierarchy

Denisa Arjoca avatar
Written by Denisa Arjoca
Updated over a month ago

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 below:

  1. Click the Members image.png icon then click the member you want to view.

  2. Click the Show member in hierarchy view image.pngicon.

Assign a reportee or manager

To assign a reportee or manager to a member, follow the steps below:

  1. Click the Members image.png icon then click the three-dot menu for the relevant member.

  2. Click Assign to a Manager or Assign to a Reportee, as required.

  3. Select the relevant Manager or Reportee from the list then click Assign.

  4. Click Confirm.

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