# Setting Up Your Hierarchy

The We360.ai hierarchy mirrors your company's org chart. A correct structure ensures that managers see the right data and reports are meaningful.

## Hierarchy Concepts

{% columns %}
{% column %}

#### Departments

The top-level grouping. Typically maps to business units (e.g., "Engineering", "Operations", "Sales").
{% endcolumn %}

{% column %}

#### Teams

Sub-groups within a department, managed by a specific manager (e.g., "Frontend Team" under "Engineering").
{% endcolumn %}
{% endcolumns %}

{% columns %}
{% column %}

#### Designations

Job titles or roles used for filtering and reporting (e.g., "Senior Developer", "QA Engineer", "Account Manager").
{% endcolumn %}

{% column %}

#### Roles

Access-level permissions within the platform: **Super Admin**, **Admin**, **Manager**, or **Employee**.
{% endcolumn %}
{% endcolumns %}

## Understanding Roles and Permissions

We360.ai provides two primary user roles that control portal access:

<details>

<summary>Admin Role</summary>

Designed for administrators or managers overseeing team analytics. This role grants full access to various features and modules, subject to purchased licences.

* Access to complete team analytics for assigned teams.
* Ability to invite and manage users within their teams.
* Full control over group management and setting configurations.
* Unrestricted access to all purchased features and modules in the web portal.

Access is restricted to analytics of assigned teams only.

</details>

<details>

<summary>Standard Role</summary>

Tailored for individual employees, offering limited access focused on personal analytics and task management.

* Access to personal analytics on the employee dashboard.
* Ability to manage personal tasks and projects.
* Cannot access broader team or company analytics.

</details>

Admin users can invite new users, assign roles, customize access permissions, and update role assignments as organizational needs change. Settings that control both roles are only visible and adjustable by Admin users.

## Setup Steps

{% stepper %}
{% step %}

#### Create Departments

Go to **Settings > User Management** and navigate to the Teams & Designations section. Add your top-level departments first.
{% endstep %}

{% step %}

#### Create Teams

Under each department, add teams and assign a manager. A manager can only see data for users in their assigned team(s).
{% endstep %}

{% step %}

#### Create Designations

Add job titles that will be used to categorize employees. These can be used for role-based productivity rule targeting later.
{% endstep %}

{% step %}

#### Assign Users

When inviting users, assign them a department, team, and designation. This can also be done in bulk via CSV upload.
{% endstep %}
{% endstepper %}

{% hint style="warning" %}
An employee **must** be assigned to a team to appear in a manager's view. Unassigned employees are only visible to admins.
{% endhint %}


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