The Excel template also contains a column for setting up code for Hierarchical Filter access. Two additional columns will be included in the downloadable template. The columns are shown below and named “H-Filter Code” and “Access Rights”.



In the H-Filter-column the code of the group is entered. In the next column you define if the user should have access rights to this unit only or to the parent or child groups as well. If the user should have access rights to groups in different parts of the hierarchical structure the user can be entered in multiple rows in the uploaded Excel file, see example below. The identification between the rows are done on User name, if a Report user is present in multiple rows the User details from the last row will be used (but the access rights from multiple rows!).



The cells can be empty. If no default code is entered, the “highest” unit the user has access right becomes the default one automatically.



Note: you can give people access to multiple hierarchical nodes (comma separated):

Exclusion

The exclusion (image below) is excluding access from the hierarchy node that is entered and all of its child nodes. So with a tree like this

 

A

-AA

-AB

--ABA

--ABB

--ABC

-AC

 

Where you give access to A and all child nodes, you can exclude access to AB, so the user will only see nodes A, AA, AC. In this example you would give access to A on the main tab in excel, and on the Exclusions tab you would mention the code to exclude AB. In case you would like to exclude multiple nodes, this has to be comma separated.