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Overview

Assigning users to hierarchy levels determines what content they can access in Opigno Enterprise. A user’s hierarchy level assignment controls which trainings appear in their dashboard, what content they can view, and what learning resources are available to them.
Hierarchy level assignments work with user roles to create access control. Roles define what actions users can perform, while hierarchy levels determine what content they can access.

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How Hierarchy Assignment Affects Users

When you assign a user to a hierarchy level, they automatically gain access to:
  • Content assigned to their specific hierarchy level
  • Content assigned to all parent levels above them in the hierarchy
  • Relevant statistics and progress reports for their level
  • Calendar events and activities for their hierarchy branch
Example hierarchy access: 
Company (Top Level)
  └─ Sales Department
      └─ Sales Team A
A user assigned to “Sales Team A” can see:
  • Content assigned to Sales Team A (their level)
  • Content assigned to Sales Department (parent level)
  • Content assigned to Company (top level)
A user assigned to “Sales Team A” cannot see:
  • Content from Sales Team B (sibling level)
  • Content from other departments (different branches)
Users can only be assigned to one hierarchy level at a time. Changing a user’s hierarchy assignment immediately affects their content access.

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Accessing User Management

To assign users to hierarchy levels, you must have administrator permissions.
  1. Log into your Opigno Enterprise backoffice as an administrator
  2. Click People in the left sidebar
  3. Use the search and filters to locate the user you want to assign
Use the search field to quickly find users by name or email address. You can also filter by role, status, or existing hierarchy assignment.

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Assigning a User to a Hierarchy Level

1

Open User Profile

  1. Find the user in the People list
  2. Click the Edit button next to their name
  3. The user profile edit page opens
2

Select Hierarchy Level

  1. Scroll down to find the Hierarchy Level field
  2. Click the dropdown to view all available hierarchy levels
  3. Select the appropriate hierarchy level for this user
Selection guidelines:
  • Assign users to the department or team where they work
  • Match the hierarchy to your organizational structure
  • Assign to the lowest level that provides necessary content access
  • Ensure the hierarchy level belongs to the correct learning area
If the dropdown is empty, hierarchy levels need to be created first. See Set Up Hierarchy Levels.
3

Save the Assignment

  1. Review the selected hierarchy level
  2. Verify other user settings are correct (role, status, etc.)
  3. Click Save at the bottom of the page
The user is immediately assigned to the new hierarchy level. They may need to refresh their browser to see the updated content.
4

Verify Assignment

Test the assignment to ensure correct access:
  1. Log in as the user (or ask them to check)
  2. Verify they see the expected trainings
  3. Confirm their dashboard shows relevant content
  4. Check that catalog filtering works correctly

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User Roles and Hierarchy

Understanding how user roles interact with hierarchy assignments is important for proper access control.

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Administrator Role

  • Has global system access
  • NOT restricted by hierarchy assignments
  • Can see and manage all content across all hierarchies
  • Hierarchy assignment is optional and won’t restrict their access
Administrator role bypasses all hierarchy restrictions. Use this role sparingly and only for users who need global access.

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Content Editor Role

  • Can create and edit content
  • IS restricted by hierarchy assignment
  • Only manages content within their assigned hierarchy
  • Useful for department-level content management
  • Hierarchy assignment is required

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Regular User Role

  • Standard learner role
  • Fully restricted by hierarchy assignment
  • Only accesses content in their hierarchy path
  • Hierarchy assignment is required
Most users should be assigned as regular users with appropriate hierarchy levels. This ensures they only see content relevant to their role and department.

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Moving Users Between Hierarchy Levels

When transferring a user to a different department or team:
  1. Open the user’s profile
  2. Change the hierarchy assignment to the new level
  3. Save the changes
Important considerations:
  • Content access changes immediately upon saving
  • In-progress trainings from the old hierarchy may become inaccessible
  • Training progress is preserved but content may not be visible
  • Plan the timing to avoid disrupting active learning
Consider allowing users to complete in-progress trainings before changing their hierarchy assignment.

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Learn More

Set Up Hierarchy Levels

Learn how to create and manage the hierarchy structure

Assign Content to Levels

Learn how to assign trainings and content to hierarchy levels
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