Subordination structure allows for defining hierarchy between employees and company units on the asis of which are assigned permissions related to CRM functionalitires. The structure tree is available from the level of Configuration → Company Structure → Subordination strucutre.
If the subordination structure has not been defined, then it will be possible to view only those objects that are associated with the employee on whom a user is logged on. However, the activities, tasks, calendar, contact persons, companies of other employees will not be visible.
The structure is created by adding new units (centers) and adding employees defined in the system to that units. Under [Add] button, the following options are available:
- Add Unit
- Add Employee
[Show Subordinates] – this button is active when the manager is marked on the structure tree. Clicking on the button opens the list of employees assigned to his/her unit (center).