Enabling Org Hierarchy Filter | XM Community
Question

Enabling Org Hierarchy Filter

  • 8 September 2023
  • 5 replies
  • 143 views
S
Rank
Userlevel 2
Badge +5

It says to contact admin to enable Org Hierarchy Filter. What are the steps to be done by Admin to enable Org Hierarchy Filter to the role based users?

Best, Siva Sai

5 replies

S
Rank
Userlevel 5
Badge +17

@Siva Sai CX Hierarchies are only available to CX licenses with ticketing included. If you want to know the steps to be done by the Admin to enable the Org Hierarchy filter to the role-based users. I would suggest each out to your respective account executive and they will do the needful.

 

 

 

 

 

 

Best Regards, Shobhit
S
Rank
Userlevel 2
Badge +5

Thanks @Shobhit I am here looking towards EX Org Hierarchy. Fount out that I should use while restricting data in the roles and then would be able ot enable. Any other way in regards to EX Org Hierarchies?

Best, Siva Sai
Aanurag_QC
Rank
Badge +30

@Siva Sai  For EX Hierarchy to function, you need some responses, only after which it displays data in the org hierarchy filter and will stop showing you the warning.

S
Rank
Userlevel 2
Badge +5

Hi Aanurag, Yes we have the responses but the error is gone after we had used org hierarchy for the dashboard restrictions for the roles.

Best, Siva Sai
Aanurag_QC
Rank
Badge +30

Glad to hear that :-)

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