Configuring hierarchy roles

A hierarchy role defines a contact's role within a hierarchy. For example, a user can assign the head of household role to a contact who is a member of a household.

Note: A hierarchy role does not assign access permissions to contacts in a hierarchy. A hierarchy role only defines a contact's role in the hierarchy.

You make a hierarchy role available to NexJ CRM users by associating a role with a hierarchy. For example, you can associate the Head of Households role with the Household hierarchy. Users can assign hierarchy roles to contacts and also view hierarchy roles on the Contacts workspace in NexJ CRM.