Who Can View Whose Commission Statement (Permissions / Hierarchies)?

Who Can View Whose Commission Statement (Permissions / Hierarchies)?

This article describes rules applied to determine who can view whose commission statement. 

First, to allow user A to view the commission statement of user B, you need to either a/ define a team hierarchy or b/ a direct manager hierarchy.
Learn more here:
  1. How To Allow Managers Permission To View Rep Statements?
  2. What Is The Difference Between Team Managers And Users' Direct Managers?
  3. How Can I View The Team Hierarchy?

Second, here are the rules applied for permission hierarchies.

Team Managers
Consider this team hierarchy:



The manager of team A can view the statements of all team members in his/her team hierarchy:
  1. Members of team A
  2. Members of team B
  3. Members of team C
  4. Members of team D
  5. Members of team E
  6. Members of team F
This assumes that all the teams have this setting enabled:


If a team within the hierarchy does NOT have this setting, no access is given. However, this does not interrupt the search down the hierarchy. For example, if team C does NOT have the setting above checked, the manager of team A will NOT see statements for team members of team C. However, if sub-team F does have the setting above checked, the manager of team A will still see statements for team members of team F.

Please note that access to only granted to team members in the hierarchy - NOT to team managers. This rule provides maximum flexibility in terms of access control. It allows you to define sub-team managers, without necessarily assuming parent team managers should have access to their statements. 

For example, suppose that the manager of team A is Anna, while the manager of team B is Brandon. If Brandon is a team manager only (NOT a team member in the hierarchy), Anna will NOT automatically have access to Brandon's statement. If you would like Anna to access Brandon's statement, you have two choices:
  1. Add Brandon as a team member of team A. This indicates that "Brandon is in Anna's team" and allows Anna to access Brandon's statement.
  2. Add Brandon as a team member of team B. This indicates that "team B is for Brandon himself and his team members" and allows Anna to access Brandon's statement.



Direct Managers
Consider this direct manager hierarchy:

       

User A can view the statements of all users in its direct manager hierarchy:
  1. User A (self)
  2. User B
  3. User C
  4. User D
  5. User E
  6. User F
Deactivating a user does not interrupt the search down the hierarchy. For example, if Anna directly manages Brandon, who directly manages Caroline, and Brandon is deactivated, Anna can still access Caroline's statement. 

Team Hierarchy + Direct Managers
You may configure access using a combination of team hierarchies and direct managers. The rules are more complex but should make sense once you know them.

If user A has access to user B's statement via a direct manager hierarchy, and in turn user B manages a team hierarchy, then user A has access to statements based on user B's team hierarchy. For example, if Anna manages Brandon via a direct manager hierarchy, and Brandon is the team manager of a team with Caroline as a team member, then Anna can access Caroline's statement (if the setting below is checked). In other words, if you directly manage other users, you have access to their statement and their own team hierarchies.


Conversely, if user A has access to user B's statement via a team hierarchy, and in turn user B is the direct manager or team manager of others users, then user A does NOT necessarily have access to those statements. For example, suppose that Anna manages Brandon via a team hierarchy. This means Brandon is a team member within Anna's team hierarchy. If in turn Brandon has access to Caroline via a direct manager hierarchy, then Anna does NOT automatically have access to Caroline's statement. And if Brandon has access to Caroline via a team hierarchy, Anna also does NOT automatically have access to Caroline's statement. In other words, it's not because you have access to a team member in your team hierarchy that you have access to users they manage. 

To Summarize
  1. If you have a direct manager hierarchy
    1. You DO have access to all users in your direct manager hierarchy
    2. You also DO have access to team hierarchies managed by your reports (see below)
  2. If you have access to some team hierarchies (your own + those of your direct reports)
    1. You DO have access to team members (if the team setting above is checked) 
      1. You do NOT automatically have access to team managers (add them as team members as needed)
    2. You do NOT have access to hierarchies available to team members
      1. Ex: direct manager hierarchies owned by those team members
      2. Ex: team hierarchies owned by those team members

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