Setting up the Manage Account Hierarchies Capability

When adding the Manage Account Hierarchies capability to a role or account, you use this screen to determine the extent of the capability.

Specify Hierarchy Path

In this field, specify the Corporate Hierarchy (or subset)  to grant access to. Several things to note:

You can grant access to:

Specify Access Level

You can specify access at the Read or Write level. Read access means accounts with the capability can view the hierarchy; Write access means users can edit and update the hierarchy.

Add Button

To add another path or another type of access, use the Add button to bring up another set of Hierarchy Path/Access Level fields. This is useful if you need to grant access to separate sub-areas of a corporate hierarchy. For example, you could give a CSR Read access to the Engineering folder (and below), and Write access to an individual account in the Finance folder.