Hierarchy - Multi-Site Functionality - the amalgamation of multiple instances into one.
The addition of an additional permission tier that will allow the amalgamation of multiple instances into one. This will allow reporting at an enterprise level, as we do not utilize any of the current reporting because it is site/instance-specific.
Brief specifications on how we would like the multi-site functionality to work -
Permission Tier:
Sits above the current "Team" level, consolidating multiple Teams.
Users with Group-level access can manage and compare data across all Teams within the Group.
Consolidated Reporting:
Enables reporting across different instances/sites, allowing enterprise-level analytics.
Group-level users can generate reports that compare performance across Teams and instances.
Hierarchical Structure:
Group > Teams > Agents: Groups contain multiple Teams; each Team contains multiple Agents.
Flexible structure for organizing Teams based on partners, clients, or other needs.
Role-Based Access Control:
New roles specific to the Group level (e.g., Group Manager) with appropriate permissions.
Centralized Dashboard:
A dashboard for Group-level management, with customizable views and reports.
Enterprise-Level Reporting:
Ability to generate and compare enterprise-level reports across Groups and instances.
Hi there!
Thank you for sharing your idea with us!
We will thoroughly evaluate it, and if it gains traction, it could greatly impact our roadmap.
We appreciate your contribution to our community.
Karina from Product