How Can I Deal With Ever Changing Hierarchies (Advanced)?
This article applies if you've configured teams to represent a single hierarchy, but ran into issues because your team hierarchy is changing all the time.
Let's say that you have configured a fixed hierarchy like this:
One option to deal with change is to use the bulk edit team tool. This tool makes it easy to change teams using a text-based representation. Go to Settings > Tools and select this tool. You can load your team structure and bulk-update it using a simple text format.
Additionally, you can specify effective team membership dates on users. Edit the user, and click on the Dates tab. You can specify effective membership dates on the user for a given team. You can even choose how this impacts crediting and payout calculations.
However, if your structure changes constantly, it's often best to flatten things. For example, you could define on each user a custom variable which describes which teams they belong to. In this case, we've even defined two types of team memberships - one based on geography and the other based on verticals.
You can then define a dynamic crediting rule which leverages custom variables set on users to credit them for the right transactions.
As you can see, this approach is extremely flexible. Because custom variables are time-dependent, you could even make each hierarchy evolve independently. You can even combine approaches and use both team hierarchies and custom variables to deliver multi-dimensional hierarchical crediting (more info).
Please keep in mind that this is an advanced scenario. We recommend reaching out to our technical team to design the best possible solution.
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