Linking the User to a Hierarchy

The Hierarchies tab is used to link each user to his or her position within the hierarchy configuration . When users retrieve hierarchy-based Consolidated Reports, they will choose from among the hierarchy level(s) selected here, and will only see data from the locations included in that level. Corporate users linked to at least one hierarchy can have one of them designated to determine the subset of locations for which they can export data. Net-Chef users can have one hierarchy designated as a link to the "Consolidated Dashboard". Only users linked to the "Corporate" level of a hierarchy will be authorized to use the Recalculate button on the Dashboard.

Under the Security menu, click Application Users.
To edit a user record, click on the User ID hyperlink.

All tabs are visible by default. To show/hide a tab, click on the Menu icon and select the Tabs option. From the pop-up menu, check to show or uncheck to hide the desired tab(s).

Click on the Hierarchies tab.

To add one or more Hierarchies:

click the Plus (Add) icon.
Click to select the appropriate hierarchy/level combination(s) from the list on the right. To select more than one, press and hold the CTRL key when clicking. If necessary, use the Funnel (Filters) icon to filter the list.
Click the [<] (Add) button to add the selected option(s) or click the [<<] (Add All) button to add them all.
When finished, click the (X) (Close) or (>) (Collapse) button in the selection panel to close/collapse it.
If you collapse the panel, you can use the (<) (Expand) button to reopen it.

If necessary, check the Consolidated Dashboard box for one hierarchy type, to select it as the one for which the Consolidated Dashboard will be displayed when the user logs into Net-Chef.
Check the Limit Export Locations box for one hierarchy type to determine the subset of locations for which a corporate user can export data. A user must have this box checked for an hierarchy in order to create Scheduled Exports. This control applies only to the Standard Accounting, Payroll, Employee Maintenance, Employee POS, and Labor Schedule exports (i.e. when the Company "Accounting Software" = 'STANDARD') and to the Epicor Platinum “All Transactions” and "Payroll" exports (i.e. when the Company "Accounting Software" = ‘Epicor Platinum’.)
Click the Disk (Save) icon to save your changes.
To download and print these settings, click the Printer (Export) icon and select the desired options.
If necessary, click on any other tab as needed to configure settings on that tab. If not, skip to the next step.
When finished, click the X (Close) icon to return to the summary screen.

If necessary, you can click on a row and click the Trash Can (Delete) icon to remove it.