Hierarchy Management
Table of contents
Table of contents
Hierarchy users with full permissions can rename and reorganize their corporate hierarchy to suit their needs as their structure changes. Areas can be combined or split for easier management, or when a manager's purview shifts.
Within their assigned scope, this access lets a user rename Regions and Divisions, move Properties between Regions, and move Regions between Divisions, keeping the hierarchy up to date with how the organization operates.
Users must have access permissions to move or rename. Users are limited to locations they already have access to and cannot make edits to hierarchy structures outside of their existing scope.
Organizing
Moving Properties
A user can move a property to any region for which they have access. To move a property, click on the Actions menu and select Move to region.
From the popup, select the Division then select the Region. Once selected, Save.
A Property level site login can be granted access to multiple Properties within a single Region. If one of those Properties is moved to a different Region, the login will lose access to it, since its Properties are confined to one Region. When a Property move would cause this, you'll see a popup warning before it takes effect.
A user cannot remove a Property from a Corporation. If a Property is no longer managed by your Corporation, you must contact service@handytrac.com to provide notice of this change in management.
Moving Regions
To move a Region, click on the Actions menu and select Move to division.
From the popup, select the Division where you want to move the region. Once selected, click Save.
When you move a Region, all Properties within that Region will move with it.
Currently, Regions and Divisions can only be created or removed by HandyTrac staff.
Renaming
It may sometimes be necessary to rename a Region or Division to make organization more efficient or clear. If management purviews change or the company structure is updated, the structure in your HandyTrac should match closely.
To rename a Region or Division, click on the Actions menu dots and select Edit Name
Type in your new name, then click Save.
Property names can only be updated by HandyTrac staff.
Updating Contacts
To update the contact information for any level, click the Actions menu dots and select Edit Contact.
You can update the name, phone number, and email address of the main contact for the site. Not all fields are required.