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You can use a Dynamic Hierarchy policy to automatically generate Management Roles and assign people to those roles based on the value of a specified

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attribute, such as the name of their department. After the policy is created, the Dynamic Hierarchy engine will add any person with the matching attribute value to the Management Role.

Warning

The Extension Attribute 1 value for each Management Role created by a Dynamic Hierarchy policy is internally managed by EmpowerID and should not be altered.

Create a Person Attribute Management Role Dynamic Hierarchy Policy

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  1. On the

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  1. navbar, expand 

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  1. Dynamic Hierarchies and select Policies.

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  1. Click the Add (+) button.

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  1. Image Added

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  1. This opens the Policy Details form

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  1. .

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  2. Fill out each section of the

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Optionally, underneath Hierarchy Generation Schedule, click the Start and End fields and in the calendar control that appears for each field, specify the respective start and end dates for hierarchy generation to occur.

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  1. form according to your policy needs.

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    IL:Dynamic Hierarchies Form Fields
    IL:Dynamic Hierarchies Form Fields
    namepersonmanagementroles
    nopaneltrue

  2. Click Save.

Easy html macro
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\r\n expanding <b>Dynamic Hierarchies</b> and selecting <b>Policies</b> on the navbar. </p>","javascript":"","css":""}

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IL:External Stylesheet
IL:External Stylesheet
nopaneltrue