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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.