[Index]
Role-based Access to the Hierarchy
An administrator can view the portion of the hierarchy they have access to.
View, Sort, and Search the Hierarchy
You can view the hierarchy on the relevant hierarchy list view. Hierarchy nodes visible to the administrator display in a table:
| Field | Description |
|---|---|
| Name | Node name |
| Description | Node description |
| Hierarchy Node Type | Either Provider, Reseller, Customer, or Site. Blank for an intermediate node. |
| Located At | The node location in the hierarchy, in dot notation. |
To view a subset of the visible hierarchy, adjust the hierarchy path. For example, if a provider administrator sets the path to point to a particular customer, they can see only the hierarchy nodes for that customer.
To sort hierarchy nodes, click on the field headers.
To search hierarchy nodes, click the search icon on the field headers.
Related Topics
Navigating the Hierarchy in the Core Feature Guide
Tip
Use the Action search to navigate Automate
Overview
An intermediate node is an optional node in the Automate hierarchy. It is located between the standard hierarchy nodes (provider, reseller, customer, and site).
Intermediate nodes can be used to logically group other nodes, and to restrict access by administrators to a defined subset of nodes. For example, intermediate nodes could be used to group customers by industry, or sites by geography.
When an intermediate node is created, an administrator is created for the intermediate node in a separate step. A default admin is not created for it.
Add an intermediate node
This procedure adds an intermediate node.
Log in as an administrator at the hierarchy where you want to create the intermediate node. For example, if adding an intermediate node to group sites, log in as the customer administrator.
Go to the Intermediate Node page, then click the Plus icon (+) to add a new record.
Fill out details for the new intermediate node:
| Field | Description |
|---|---|
| Name | The name of the node. This field is mandatory. The name is read-only once it's changed. |
| Description | A description of the node (optional). |
| Hierarchy node type | The type of hierarchy node you're adding, either Hcs, IntermediateNode, LinkedSite, Provider, Reseller, or Site. |
| Shadow | . |
Next steps
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| Name * | The name by which this hierarchy node will be known. |
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| Description | A general description for the hierarchy node. |
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| Hierarchy node type | A type label for this node which refers to a Hierarchy Node Type. |
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