In this article
Learn how to create and configure personalized survey-based hierarchies in the sidebar panel. Also, manage user access to hierarchy nodes with restrictions.
Creating Survey-based Hierarchies
In the sidebar, click the Hierarchies
icon to go to the Hierarchies sidebar panel.
Click the plus + button, then select "Survey-based" from the drop-down.
Select the source of the variables that you wish to use for your hierarchy levels.
Add levels by selecting the plus + icon. For each level you may select a categorical or open text variable. The hierarchy will be displayed in the order of the levels, with the top level being the highest in the hierarchy. Levels can be deleted or rearranged by dragging them.
Setting the hierarchy levels
Configuring Personalized Access
Uploading a Custom Table
To set up personalised access for a survey-based hierarchy you will need to upload a custom table to the hub that contains your personalisation settings.
The uploaded Excel file must have columns for:
The end user ID (which can be downloaded from the end user list).
The user name (which can be downloaded from the end user list).
A column for each of the levels, with the required assigned values for each of these fields for each user.
For a survey-based hierarchy with three fields (enter, team and agent), you will need five columns in an excel spreadsheet. The column headings must be the Level Labels, and the column values will be the code (for categorical questions) or value (for text questions) that the end user is assigned to. An empty field indicates that the user has access to all nodes in that level.
For example, user RingoS can view data for agent 1, who is part of team 1 in center 1. User JohnL can view all agents and teams for center 3:
Example of an Excel file for uploading
This table must also be uploaded as a custom table in SmartHub, refer to the SmartHub documentation for more details on how to do this.
When creating a survey-based hierarchy, the table will be available for selection in the "Personalized Access" drop-down. Keep in mind that if the selected table does not have the correct format for the column values, an error message will appear.
Example of an error message
Assigning End Users
The "Personalized Access" setting assigns end-users access to particular nodes of the hierarchy. End user permissions are assigned in Excel then uploaded to the hub as a custom data as seen above.
None - No personalized access will be assigned.
Permission - Lets you grant access to specific nodes selected from the drop-down list to end users. With the "Permission" setting, the user will be able to see all nodes of the hierarchy.
Restriction - Lets you restrict access to specific nodes selected from the drop-down list to end users. With the "Restriction" setting, the user will see only widgets based on non-hierarchy data; they won't see any hierarchy-based data, filters etc.
Adding and Editing Hierarchies as Filters in Reports
When adding existing hierarchies or creating survey-based hierarchies, selecting the "Add as filter" option will make the hierarchy appear in the filter panel.
The label of the hierarchy will be the name of the hierarchy defined, but as a report designer, you can edit the label in the filter panel editing pane.
Report viewers will only see the parts of the hierarchy that they are assigned to, but they will be able to filter on any lower nodes in the hierarchy. A search option is also available, allowing them to search for a specific node in the hierarchy.
Example of a hierarchy filter