For the complete documentation index, see llms.txt. This page is also available as Markdown.

Role Hierarchy

This page shows the role hierarchy in your organization. Higher roles can see data from the roles below them, but not the other way round.

Note: users can view their own data and the data of their subordinate roles, but cannot view data from parent roles.

Creating a new role

Click + Create Role, then fill in:

  1. Role Name: the name of the role (up to 50 characters).

  2. Reports To: the role above it in the hierarchy.

  3. Share data with peers: turn this on if users with the same role can see each other's data.