snapshot of https://github.com/frappe/crm.git (develop, 2026-09-18; blobs > 131072B omitted)

docs/user-hierarchy.md

@@ -0,0 +1,73 @@
+# User Hierarchy
+
+Arrange your sales team into a reporting tree so managers see the leads and
+deals owned by their team, while everyone else sees only their own.
+
+Open it from **Settings → User Hierarchy**.
+
+## Turning it on
+
+The first time you open the page you'll see a prompt to **Enable Sales
+Hierarchy**. Click it to start.
+
+While enabled:
+
+- Sales Managers see leads and deals owned by themselves and anyone below
+  them in the tree.
+- Sales Users see only what they own.
+- Records assigned to someone via a ToDo are also visible up the chain.
+
+You can disable it at any time from the same page. Disabling is reversible —
+your tree is kept, so re-enabling restores the same structure.
+
+## Adding users
+
+Click **Add User** in the top right. A picker opens with everyone who can be
+added — Sales Managers and Sales Users who aren't already in the tree.
+
+Pick one or more people and click **Add**. They appear at the top level of
+the tree.
+
+To add direct reports under someone, hover over their row and click the
+**+** button. The picker only shows people whose role can report to that
+person (a Sales Manager can have Sales Managers or Sales Users under them; a
+Sales User can have Sales Users under them).
+
+## Rearranging the tree
+
+Drag a user's row onto another user to make them a direct report of that
+person. While dragging:
+
+- A blue line on the target row means the drop is allowed.
+- A faded, struck-through row means the drop isn't allowed — for example,
+  trying to put a manager under one of their own reports, or putting a
+  higher-ranked role under a lower-ranked one.
+
+To move someone back to the top level, open the **⋯** menu on their row and
+choose **Move to top level**.
+
+## Removing users
+
+Open the **⋯** menu on a row. The options depend on whether the person has
+direct reports:
+
+Remove for users with no reports. Takes them out of the tree
+Reassign & remove — moves their direct reports up to their own manager, then removes them
+Remove with reports — removes the user and everyone below them
+
+Removing a user from the hierarchy doesn't delete the user from the CRM. It
+just takes them out of the reporting tree, which means visibility rules no
+longer apply to them.
+
+## Finding people
+
+Use the search box above the tree to filter by name or email. Branches that
+contain a match stay visible so you can see the context.
+
+The **Collapse** / **Expand** button on the right toggles all branches at
+once.
+
+## Who can edit
+
+Only administrators can add, move, or remove users. Everyone else sees the
+tree in read-only mode.