Understanding Hierarchy
Explains how hierarchy levels (e.g., Company, Division, Department, Site) are used for organizing data and restricting access.
Hierarchy is used throughout myosh to structure data and control visibility. When creating records, the hierarchy section is often auto-populated based on the user creating the document, but it can usually be changed.
Hierarchy in Records
Users select appropriate hierarchy values (e.g., Site, Department) when creating or editing records to ensure data is correctly associated.
Hierarchy Restrictions
Administrators can apply hierarchy restrictions to users, via their user records, to limit their access to data relevant only to specific parts of the organisational structure (e.g., a particular site or department). See the Hierarchies help page for configuration details. This means they will only be able to view records for which the hierarchy values explicitly match their access. This includes restricting access to records that don't collect any hierarchy data, as a blank value is considered a non-match to any restriction set.
Hierarchy Configuration
Hierarchy types and their values are defined in the Administration section. See the 'Hierarchies' page for details.
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