Hierarchy Assignment
The Presto Module Activation and Organisational Hierarchy Assignment feature is crucial for ensuring that users have access to the right levels of information and functionality within the Presto PDCA platform. Team leaders or administrators can activate specific Presto modules based on the user's role, ensuring that they only see the dashboards and information pertinent to their responsibilities. This feature also involves assigning users to the correct level within the organizational hierarchy, ensuring that their visibility is appropriately restricted or expanded according to their supervisory consent. By carefully managing module activation and hierarchy assignments, organizations can maintain data security, prevent information overload, and ensure that users focus on the tasks most relevant to their roles.
1. Enter Contact Panel
2. Select contact
3. Enter the Module Management Panel
4. Select the name of the team leader who manages the team that the user should not be able to access higher levels of on the dashboard.
5. Select the name of the team that the user should not be able to access higher levels on the dashboard
6. Save
Congratulations! You have completed the exercise!