Business Support

Using multiple hierarchies in Bill Analyst

Administrative users can create and manage multiple hierarchies. This is helpful for experimenting with different reporting scenarios. For example, you can use multiple hierarchies to explore how an organizational structure based on region might impact your billing.

The types of hierarchies available are master, public, and private. You'll need to have administrative privileges to create additional hierarchies. 

Master hierarchy

This is the main hierarchy where access privileges are set up. Any public hierarchy can be set to be the master hierarchy. If the administrator selects a new master hierarchy, all users who are not assigned to the top node of the original master hierarchy become unassigned and lose their access to the tool. These users need to be reassigned to the nodes of the new master hierarchy. If users are not assigned to a branch on the master hierarchy, they are not able to use Bill Analyst.

When you run reports, the data for your reports is analyzed based on the parameters set in the active hierarchy. By default, the master hierarchy is the active hierarchy. However, the administrator, or any user assigned to the top node of the master hierarchy, can change which hierarchy is active.

Public or private hierarchies

Public hierarchies are accessible to all users who have access to the top node of the master hierarchy. Private hierarchies can only be accessed by you. If you have the appropriate permissions, you may change private hierarchies to public hierarchies and public hierarchies to private hierarchies.

Master hierarchies must always be public. They cannot be changed to private access.

Public or private hierarchies cannot be modified, they are are in read-only mode. However, you can copy them and use them as a starting point to create a new hierarchy, which can be modified.