Business hierarchy refers to the way roles and positions are arranged in a company. It shows who reports to whom and how communication and responsibilities flow. In Dyrect's back office, you can set up and manage this hierarchy, giving access and permissions based on each person's role in the company.

Step-by-Step Guide to Create Business Hierarchy:

1. Navigate to Business Hierarchy Section

1. Click on the 'Settings' option.

2. Navigate to the 'Categories' section and select 'Company'.

3. Click on ‘Business hierarchy’.
   

2. Add Role to Business Hierarchy

1. After clicking on ‘Business hierarchy’, a new page will appear on your screen.

   • Click on the 'Add role' button.

   • Enter the role name you want to add to create the business hierarchy.

   • Click on ‘Add’.

2. You can assign a parent role within the hierarchy, and the structure will be reflected on your screen.

3. Assign Screens and Homepage for a Role

1. Return to the settings menu and choose the "Role" option.

2. Select the role you have created.

3. You will see the following options on your screen:

   • Choose the screens you want to provide access to for sub-account users with this role.

   • Select the homepage that will appear when sub-account users log into the portal.

4. Click on the 'Save' Button. The role will be added and can be assigned to the person added for the sub-account.

Conclusion

By following these steps, you can easily create a business hierarchy that aligns with your organization’s structure. This ensures clear role assignments, streamlined access, and effective management within the system.

Notes

• Business hierarchy helps in defining clear responsibilities and access levels within the organization.

• Dyrect’s back-office system allows customization of hierarchy to suit organizational needs.

• Each role can have specific permissions and a designated homepage for efficient navigation and management.