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Administrator Guide
Last Updated: 2026-07-24
Steps: Set Up Reporting Hierarchy Access

Steps: Set Up Reporting Hierarchy Access

Have the
invoicedata.owned.read
 permission.
You can configure the reporting hierarchy for the users to view reporting data, such as expense reports, timesheets, and work orders, based on the modules you select on the security settings page.
  1. Enable
    Reporting Hierarchy Access
     to grant visibility for the reporting line.
    1. From the header, select
      More
      >
      Company Settings
      .
    2. From the
      Security
       section, click
      Security Settings
      .
    3. On the
      Configuration tab
      , select the modules you want the users to view the records in the
      Reporting Hierarchy Access
       section.
    4. Click
      Save
      .
  2. Establish hierarchical relationships on the user’s profile.
    1. From the header, select
      More > Users
      .
    2. Select the name of the user that you want to configure.
    3. In the
      Organization Details
       section, select the user in the
      Report to User
       field to establish the reporting hierarchy structure.
    4. Click
      Save
      .
VNDLY grants visibility into the user’s reporting structure to view and manage reports.