Management records are used to group and organize locations into a management hierarchy that matches your organization's business structure. Management records are also used to determine routing for audit results, and who will have access to view these results.
Users have access to data in the management record (or "group") to which they are assigned, and to all management records below them in the hierarchy.
Using the management structure in the above example, a user assigned to management record NORTH AMERICA would have access to audit results from locations assigned to the management records UNITED STATES, CANADA, and MEXICO only.
That user would not have access to audit results from locations assigned to the management record EUROPE, because Europe does not reside in or below NORTH AMERICA in the management hierarchy.
Users assigned to management record A TO Z CORPORATE would have access to all data in the system, because all other management records reside below A TO Z CORPORATE in the hierarchy.
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Having your management hierarchy set up correctly becomes critical for using things like the Management Dashboards. To verify your management hierarchy has been set up correctly to use the Data Warehouse and Management Dashboards, see Transitioning from Management Reports to Dashboards. |
