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With MLP levels, you can allocate your organization’s employees by the level of hierarchy the employee at and assign them to specific locations or location areas (region, district, city, etc.) designating them the scope of responsibility to manage proposals.
For example, Will Davidson is at the facility manager level, and he is responsible for managing proposals at 3 locations in the Brooklyn area.
- To access the MLP levels section, click Menu > Proposals > MLP Configuration.
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The MLP levels configuration, allows you to:
- Add new levels to your hierarchy and remove them
- Add users to levels and assign location or a specific area to them
- Edit information within a level
- Upload MLP levels via the template and download MLP levels configuration in the .xlsx format
In the MLP Levels section, you can see the list of available level names and the number of users assigned to the level. You can view and edit users assigned to the level or edit the number of locations assigned to the user by clicking the level name.
- Click + Add a Level to append a new level to the list.
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You can delete the level by clicking the Bin icon next to the level. If the level is assigned to the existing ruleset, you should remove the level from the MLP Rules section first. |
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