Reporting to Group Hierarchy Explained

Hello Team,

Greetings from LeadSquared Support.

Kindly note there are two Lead AccessControl Configuration which we have in our TM;

1. Sales Group Hierarchy

2. Reporting Manager Hierarchy

Here allow me to explain this behaviour;

For example:

Per se four sales users were there in Alpha group user A, user B, user C, user D.

&

Four sales users in Beta group user E, user F, user G, user H.

If user A has made ‘sales manager’ of Beta group then while user A logging via his account he could see his group ( Alpha ) user’s leads by default and Beta group users leads also since salesgroup hierarchy was configured. 

Allow me to explain the behaviour;

For example:

Let’s say two sales users were there in Alpha group user A, user B, two sales users in Beta group user C, user D, two sales user in Gamma group user E, user F and two sales user in Delta group user G, user H.

Let’s assume users C, D, G, H were given reporting to user A while creating the user & user A also made ‘sales manager’ of Gamma group.

In this case while user A logging via his account he could see his group ( Alpha ) user’s leads by default, Gamma group users leads since he is sales manager for that group and also he can see user C, D, G, H’s leads detail since they were given reporting to user A while creating the user.

Hope this shed some light on the reports hierarchy behaviour.

Thanks & Regards,

LeadSquared Support.