OrgChart Now Help Guide

Self and Subordinates Example


Audience: Administrators Edition: Enterprise


Branch Level Security (BLS) profiles limit a user's access to a specific subset of branches within a Master Chart.

For example, you can restrict a users' access to view only themselves and their subordinates.

The following article provides step-by-step instructions for configuring a Branch Level Security profile using the Self + Subordinates rule type.

Configuring a Self + Subordinates BLS Profile
  1. Log in to OrgChart.

  2. Click More > Account Settings, and then select the Security option from the left side menu.Account Settings

  3. Click on the Create New Profile button (under the Branch Level Security heading). The Security Configuration panel is displayed.

  4. Enter a name for the profile in the Name text box.

  5. Optionally, enter a description of the BLS profile into the Description text box.

  6. Click on the 5_2_RoundPlus_icon.png icon to the right of the Rule Configuration heading.

  7. Select Self + Subordinates from the dropdown menu.

  8. Optionally, click on the + button to allow access to level(s) above the user assigned to this BLS profile.

  9. Click Save.

  10. Assign this BLS profile to an Access Group. Reference the Branch Level Security article for instructions on how to assign a BLS profile to an Access Group.

Testing Permissions

Administrators can login as users with different levels of access to test permissions. Reference the Admin User Impersonation article for more information.

The following section tests the 'Self + Subordinates' BLS profile configured above.

Without Branch Level Security
With Branch Level Security

The following screenshot is the result of the BLS profile when signed in as Eliot Metzger: