Create a user hierarchy configuration record
Create a user hierarchy configuration record for a table so that you can enable your managers to view the records of the users who report to them.
Before you begin
Role required: sn_grc.admin
Procedure
Navigate to All > GRC User Hierarchy > User hierarchy configuration.
The tables where you have enabled the user hierarchy access control are displayed.
Click New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Table | Table that you can use to configure the user hierarchy. For example, Issue \[sn\_grc\_issue\]. |
| Active | Option to enable the user hierarchy. When you enable this option, the user hierarchy functionality is enabled on the table records. |
| User reference field 1 | Field that corresponds to User reference field 1 in the user table. For example, you can select the value of the User reference field 1 as Assignee or Assigned to. |
| User reference field 2 | Field that corresponds to User reference field 1 in the user table. For example, you can select the value of the User reference field 2 as Approver or Issue manager. |
| User hierarchy field 1 | Field to configure the user hierarchy for User reference field 1. |
| User hierarchy field 2 | Field to configure the user hierarchy for User reference field 2. |
| User hierarchy status field | Field that represents the status of the user hierarchy processing for the selected table. |
| Triggered event | Event that is used to recalculate the user hierarchy in the source table records. |
- Click Submit.
Parent Topic:User hierarchy