Note
You might see either the current Hierarchy screen, described below, or the legacy Hierarchy screen depending on your account configuration.
From the Tasks section of the navigation bar choose Hierarchy to open the Hierarchy screen.
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The tree visually represents your organization's hierarchy as an expanding structure consisting of nested nodes, with the currently selected node highlighted. Expand the tree and select individual nodes to specify the vehicles, users, drivers and roles assigned to these nodes, and to configure your ELD and summary report management settings. You can also use your mouse to drag and drop vehicles, users, drivers and roles to different nodes directly within the tree structure, as well as dragging nodes into other nodes to change their nested structure. When moving, deleting or cutting and pasting nodes that are not empty, or that have any details specified, you will be asked to confirm the action to prevent accidental changes to the tree structure. NoteIn addition to the current account's primary root node, administrative users also see an Unassigned root node here that contains users, vehicles, drivers, and roles that are not currently assigned. When the Unassigned node is selected, the Create Node button is disabled, so you cannot create child nodes under the node. |
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Select an option from the toolbar to perform a task on the selected node.
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Use the Details panel to work with the users, vehicles, drivers, and roles that are assigned to nodes in the hierarchy. The Details panel consists of the following tabs that organize node information into categories:
Information on the Details panel is often presented in a table. You can select a column header to sort the values in the table, or use the buttons and drop-down menus in the toolbar to make changes to the items in the table. NoteThe Hierarchy screen supports drag-and-drop functionality, which can help you to perform various operations. For example, to assign a vehicle to a node in the hierarchy, drag the vehicle's row in the Details panel > Vehicles tab to the node in the tree. You can also drag drivers, users, and roles to hierarchy nodes. Changes are saved automatically. |
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Use the search field to find users, vehicles, drivers, and roles by name or by tag. When you enter a search term the search results are displayed immediately in a pop-up menu below the search field. Search results in the pop-up menu are listed according to their category, under the Users, Vehicles, Drivers, and Roles headings. For each search result, the name of the node they are assigned to is also displayed. If a search result is not assigned to a node, the text "Unassigned" is displayed instead. Select a search result to open the node that contains the item. |
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Click the divider between the two panels and drag left or right to adjust the width of the panels. |
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Select Next or Previous to navigate through the nodes whose names match the search term you entered in the Find field. |
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Use the Find field to search for node names, or part of node names. Enter the search term in the field then click Next or Previous to navigate through the matching nodes. Alternatively, press the |
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