How to create an org hierarchy where a single manager can be manager of multiple hierarchies? | XM Community
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How to create an org hierarchy where a single manager can be manager of multiple hierarchies?

  • January 20, 2023
  • 1 reply
  • 117 views

Aanurag_QC
QPN Level 5 ●●●●●
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We have a scenario where a single manager can be the manager of multiple org levels in a level-based hierarchy. Hence I wanted to understand how to set the template before uploading it to Qualtrics.

As far as I understand, each participant's metadata acts as embedded data and not as transaction data. So if we use the level approach in the template, it will pick the latest level from the participant data which is what got me a little confused.

Thanks!


1 reply

Aanurag_QC
QPN Level 5 ●●●●●
Forum|alt.badge.img+31
  • Author
  • 256 replies
  • February 2, 2023

The issue is resolved, as we planned to create duplicate managers across levels where the same manager is required to be available.


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