> ## Documentation Index
> Fetch the complete documentation index at: https://docs.opigno.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Assigning Users to Hierarchy Levels

> Guide to assigning users to hierarchy levels and controlling content access in Opigno Enterprise

## 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.

<Info>
  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.
</Info>

## 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)

<Warning>
  Users can only be assigned to one hierarchy level at a time. Changing a user's hierarchy assignment immediately affects their content access.
</Warning>

## 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

<Info>
  Use the search field to quickly find users by name or email address. You can also filter by role, status, or existing hierarchy assignment.
</Info>

***

## Assigning a User to a Hierarchy Level

<Steps>
  <Step title="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
  </Step>

  <Step title="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

    <Info>
      If the dropdown is empty, hierarchy levels need to be created first. See [Set Up Hierarchy Levels](/hierarchy-management/configuration-guide/setup-hierarchy-levels).
    </Info>
  </Step>

  <Step title="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.
  </Step>

  <Step title="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
  </Step>
</Steps>

***

## User Roles and Hierarchy

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

### 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

<Warning>
  Administrator role bypasses all hierarchy restrictions. Use this role sparingly and only for users who need global access.
</Warning>

### 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

### Regular User Role

* Standard learner role
* Fully restricted by hierarchy assignment
* Only accesses content in their hierarchy path
* Hierarchy assignment is required

<Info>
  Most users should be assigned as regular users with appropriate hierarchy levels. This ensures they only see content relevant to their role and department.
</Info>

***

## 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

<Tip>
  Consider allowing users to complete in-progress trainings before changing their hierarchy assignment.
</Tip>

***

## Learn More

<CardGroup cols={2}>
  <Card title="Set Up Hierarchy Levels" icon="sitemap" href="/hierarchy-management/configuration-guide/setup-hierarchy-levels">
    Learn how to create and manage the hierarchy structure
  </Card>

  <Card title="Assign Content to Levels" icon="link" href="/hierarchy-management/configuration-guide/assign-content-to-levels">
    Learn how to assign trainings and content to hierarchy levels
  </Card>
</CardGroup>
