Setup › Roles › Create a Role Hierarchy

Create a Role Hierarchy

You can create a role hierarchy that groups related roles together.

An example of a role hierarchy can look like the following example:

• Project manager
  • Architect
  • Development Lead
  • Quality Assurance Lead

Best Practice: You can create the number of levels you need for the hierarchy. The levels are determined as you select the parent for each role. If the hierarchy you want to create is complicated, sketch it out on paper before you start.

Follow these steps:

1. Click Administration, and from Organization, click Roles.
2. Click the Role ID link for the role to which you want to assign a parent.

   The Role Details page appears.

3. In the Parent Role field, select the role from the drop-down.
4. Save your changes.