upstream-frappe-crm/docs/user-hierarchy.md

# 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.