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[post_content] => Hierarchies are designed for organizations with 100+ vehicles (Enterprise feature). Hierarchies allow you to organize your fleet using multiple branches based on function, organizational structure, geographic region, or other customer-defined methodology. This level of organization through hierarchies provides the following benefits:
- Scalable Administration – Segment your account by different divisions within the organization.
- Permission-Based User Access – Allow division managers to administer their own vehicles, users, and drivers for certain nodes/branches and even manage the lower levels of the hierarchy structure itself.
- Custom Reports – Design reports that include/exclude/intersect multiple trees without having to manually create groups for every combination of interest.
- Report Distribution and Alert Escalation – Apply attributes to hierarchies to manage alerts, timezones, and scheduled report recipients.
- Quick Queries – More intuitively filter data on reports, maps, and dashlets by node/branch. (See below.)
In order to use Hierarchy, your account must have the Manage Hierarchy item enabled in the Menu Access List (Account category). Additionally, different members in your organization can have different permissions to view and/or edit different branches within hierarchies. See Hierarchy Access to learn more.

Once one or more hierarchy trees are in place, users with permissions to see the branches can use them on reports, alerts, and more:

[post_title] => About Hierarchies
[post_excerpt] => Hierarchies are designed for organizations with 100+ vehicles (
Enterprise feature). Hierarchies allow you to organize your fleet using multiple branches based on function, organizational structure, geographic region, or other customer-defined methodology.
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[post_content] => You can create any number of new hierarchy trees with as many branches (or nodes) as needed. Within each hierarchy, you can add members (vehicles, drivers, landmarks, users) to the branches.
In order to create a new hierarchy tree, you must have the Hierarchy Admin permission enabled in the User Access List. To see all hierarchy trees for your account (including hierarchy trees that other users have created), you must have the All Hierarchies permission enabled. See Giving Hierarchy Admin Access to Users to learn more.
Add a New Hierarchy Tree
A hierarchy tree can be based of any logical purpose that makes sense to your company. Most companies create hierarchies based on geographical location, but other purposes might be to reflect an org chart with branches for the various departments, or to group vehicles based on type of fuel: Green (CNG, Electric, Hybrid) or Legacy (Gas, Diesel).
You can add a hierarchy manually, or you can
import a hierarchy tree structure. The following steps are for adding a hierarchy manually.
Example
Company XYZ has several dispatch facilities in Arizona and Minnesota. XYZ's owner wants to easily view maps for any of the facilities--such as all Arizona vehicles or only Phoenix vehicles. He also wants an easy way to run reports so that he include/exclude metro and rural locations as needed.
To add a new hierarchy tree:
- From the portal, hover over the Account menu, click Manage Hierarchy, and click Open.
The Manage Hierarchies page opens in a new browser tab.
- Click + Create a New Hierarchy Tree.
- In the New Hierarchy box, enter a hierarchy name, and click Save.
Hierarchy name is limited to 30 characters.

A message appears to indicate the hierarchy tree was successfully added.
- If it's not already selected, choose the new hierarchy from the drop-down list, and click Show.

The Branches pane shows the hierarchy tree.
- Right-click the tree, and click New Branch. Enter a name for the branch. In our example, we use "Arizona."
- Right-click the top-level tree again (Company XYZ), and click New Branch. Enter a name for the branch. In our example, we use "Minnesota."
Now let's add multiple child branches at one time. In the Company XYZ example, we'll add all of the locations for Arizona facilities.
- Right-click the appropriate sub-branch (Arizona), and click Create Multiple Branches.
- In the Create Multiple Branches window, enter a list of branch names separated by a comma and/or a line break.
You can add multi-level branches at the same time using the instructions shown with Advanced input mode. The maximum number of parent nodes per branch is 62.
- Click Preview.
A preview pane shows how the nodes will appear.
- If you're satisfied with the preview, click Add Branches.

- Continue adding child branches until your hierarchy tree is complete.

To add members to a hierarchy branch:
- Click a branch in the hierarchy tree to which you want to add members. In the Company XYZ example, we'll add vehicles to our Phoenix branch.
The branch name appears in the Assigned Items pane.

- From the Unassigned Items pane, locate the items you want to add to the branch.
You can filter by Vehicle Group, Landmark Group, or Driver Group. You can also use searches to narrow the selection. For example, to search for all items that have TR in their names, type "TR" in the Search box. Results filter as you type.
- CTRL + click or SHIFT + click to select the items you want to add, and click Assign. Alternatively, you can drag-and-drop the items to/from the Assigned Items pane. Also, you can select items from more than one types at a time. For example, you can CTRL+click to select drivers AND vehicles to/from the Unassigned Items pane.

The selected items appear under the appropriate branch(es) in the Assigned Items pane. They are no longer available from the Unassigned Items pane because you can only assign an item to one branch per hierarchy.
- Continue adding members to the appropriate branches in the hierarchy tree (e.g., users and drivers).
You can also modify hierarchy membership using the Hierarchy List grid on the Manage Vehicles and Groups page or the Manage Drivers and Groups page.
When finished creating a hierarchy, users with access to the hierarchy can immediately apply it to an available report, map, or dashlet.

Hierarchy Maintenance
If a branch within a hierarchy is deleted, any assigned items will become unassigned. Periodically it is recommended that you check the unassigned items area and assign them to a hierarchy branch to ensure the hierarchy is up to date. See above steps for adding members to a branch.
[post_title] => Adding a New Hierarchy
[post_excerpt] => You can create any number of new hierarchy trees with as many branches (or nodes) as needed. Within each hierarchy, you can add members (vehicles, drivers, landmarks, users) to the branches.
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[post_content] => The administrator can give
admin access to
other users on the account. Specific to hierarchies, the
Hierarchy Admin permission enables other users to create new hierarchies or edit individual hierarchies to which they've been given access via User Admin (see detailed steps below). Implementing a hierarchy structure with multiple department managers responsible for managing
their own nodes of the hierarchy can make organizational administration and maintenance much easier.
Hierarchy Admin
To give a user admin access to manage hierarchies:
- Set up or import the structure of your hierarchy.

- From the portal, click the Account menu, click Manage Users, and click Access permissions for individual users.
The Manage User Permissions page opens in a new browser tab.
- From the User Access List grid, locate the user you want to modify.
- Select the check box for Hierarchy Admin.

The All Hierarchies permission allows the administrator to see all hierarchy trees for your account. This permission isn't typically given to other users because it allows them to edit the structure of the hierarchy itself, which may affect any reporting rollups at a higher level.
- Open the User Admin page, and set user access to hierarchy nodes to determine which nodes the admin user can administer.

- A manager can be given more than one hierarchy node to view.
- If a user that a manager oversees has been given access to other hierarchy nodes that the manager has not been given, the manager cannot also see those vehicles.
For example, imagine there are three users that Bryan is managing. They all have access to different vehicle groups with some overlap. In this case below, Bryan could manage all of these user profiles, but he only sees Scottsdale vehicles that he's assigned. In other words, even though Bryan manages Jake's user profile, and Jake can see Mesa vehicles, Bryan does not have access to that data unless it is specifically assigned to him.
Here's what Bryan can see:
- Add the data to the nodes the admin user will control.

You can add data to hierarchy nodes using the Hierarchy Management page, Manage Vehicles page, Manage Drivers page, or spreadsheet upload. Drivers, Vehicles, and Users can only be assigned to one hierarchy node within each tree. They can be assigned to multiple hierarchy trees. A manager does not need to be assigned to the same hierarchy nodes that their users are assigned to.
If you ever decide to give a user the All Hierarchies permission (typically reserved for the administrator only) and then later take it away, any individual hierarchy assignments that you previously applied to that user will be removed.
After Hierarchy admin access is granted, you can also give a user access to administer
Driver Admin,
Vehicle Admin, and
User Admin.

Keep in mind, even if a user has access to these admin features, the data the user can see within these interfaces is limited the hierarchy nodes the user has been assigned. You may have already done that all at once (above steps), or you may decide to manage that access for each feature as you get to it (see below).
Vehicle Admin
To give a user admin access to manage vehicles:
- Add vehicles to the portal.
- Grant permission for the user to be a Vehicle Admin.
- Open the User Admin page, and set user access to hierarchy nodes to determine which nodes the admin user can administer.
- Add the vehicles to the nodes the admin user will control.
You can add vehicle data to hierarchy nodes using the Hierarchy Management page, Manage Vehicles page, or spreadsheet upload. Vehicles can only be assigned to one hierarchy node within each tree. They can be assigned to multiple hierarchy trees. A manager does not need to be assigned to the same hierarchy nodes that their users are assigned to.
Driver Admin
To give a user admin access to manage drivers:
- Add drivers to the portal.
- Grant permission for the user to be a Driver Admin.
- Open the User Admin page, and set user access to hierarchy nodes to determine which nodes the admin user can administer.
- Add the drivers to the nodes the admin user will control.
You can add driver data to hierarchy nodes using the Manage Drivers page or spreadsheet upload. Drivers can only be assigned to one hierarchy node within each tree. They can be assigned to multiple hierarchy trees. A manager does not need to be assigned to the same hierarchy nodes that their users are assigned to.
UserAdmin
To give a user admin access to manage users:
- Add users to the portal.
- Grant permission for the user to be a User Admin.
- Open the User Admin page, and set user access to hierarchy nodes to determine which nodes the admin user can administer.
- Add the users to the nodes the admin user will control.
You can add user data to hierarchy nodes using the Manage Users page or spreadsheet upload. Users can only be assigned to one hierarchy node within each tree. They can be assigned to multiple hierarchy trees. A manager does not need to be assigned to the same hierarchy nodes that their users are assigned to.
Summary
Gives access to the data within a hierarchy:

Gives access to the interfaces within the portal that allow a user to add/edit/remove those vehicles, drivers, and users:

Gives access to administer the structure of the hierarchy itself. In other words, if an admin user adds a new employee to his team, he has the ability to assign the new user to a hierarchy node within his branch:

Notes:
- If a user admin (manager) now uses the User Admin interface to create a new user, he must immediately assign that user to a hierarchy node that he has access to, or else the user admin will not be able to see that user and would have to ask the primary Admin to add this user back to the appropriate hierarchy node.
- If a user admin (manager) deletes a user, driver, or vehicle, it will be deleted permanently across the application including for all users and Account Admin.
- If a user admin (manager) unassigns a user, driver, or vehicle, that item temporarily goes into the unassigned area. If the user isn't assigned during the current session, the user admin will lose access to it after logout.
- If a user admin (manager) deletes a branch within a hierarchy (if he has Hierarchy Admin rights), any assigned items will become unassigned. This might be one reason you should use caution when giving Hierarchy Admin permissions to managers because they can add, edit, and delete the nodes they have access to, which affects the hierarchy tree system-wide.
[post_title] => Giving Hierarchy Admin Access to Users
[post_excerpt] => The administrator can give admin access to other users on the account.
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[post_content] => If you have a large organization, you may find it tedious to manually set up the hierarchy tree within the portal interface. Although there is no direct "import" button for the hierarchy tree setup (different from importing
users or
vehicles into the nodes), the following process helps you achieve the same result.
In order to create a new hierarchy tree, you must have the Hierarchy Admin permission enabled in the User Access List. To see all hierarchy trees for your account (including hierarchy trees that other users have created), you must have the All Hierarchies permission enabled. See Giving Hierarchy Admin Access to Users to learn more.
Example
Company XYZ has several layers in its organizational structure. The fleet manager wants to import this tree structure to streamline vehicle and user assignment.
To import a new hierarchy tree:
- From the portal, hover over the Account menu, click Manage Hierarchy, and click Open.
The Manage Hierarchies page opens in a new browser tab.
- Click + Create a New Hierarchy Tree.
- In the New Hierarchy box, enter a hierarchy name, and click Save.
Hierarchy name is limited to 30 characters.

A message appears to indicate the hierarchy tree was successfully added.
- If it's not already selected, choose the new hierarchy from the drop-down list, and click Show.

The Branches pane shows the hierarchy tree. There should not be any child nodes.
- In Excel, create a new spreadsheet that reflects your tree structure:
- Column A is actually level 1 depth, or the first child.
- Columns B and C in this example (Level 1 and Level 2) are redundant and not required to have both, but we included it to show an example of a hierarchy that might be several layers deep.
- Do not include apostrophes in the node names. Example, change DIRECTOR'S to DIRECTORS.
- The maximum number of parent nodes per branch is 62.

- Select all rows, and insert a pivot table (Insert > Pivot Table). Include all Row Labels.

- From the pivot table, copy the data between the Row Labels and Grand Total (CTRL + C) to your clipboard. In Column B, right-click and choose the Past Special option to paste Values only.

- In column C, denote the levels in the hierarchy using asterisks. Insert one asterisk for the first child, two for the second, three for the third, and so on.

- When finished, use the CONCATENATE formula to combine the node depth with the node name (=CONCATENATE (C4,B4). Copy that formula and paste it down through the rest of Column C.

- Copy (CTRL + C) the concatenated contents of Column D.

- Back in the portal, right-click the top-level tree again (Company XYZ), and click Create Multiple Branches.

- In the Create Multiple Branches window, change the Input Mode to Advanced.

- In the New Branches box, paste the contents of your clipboard (Column D from the spreadsheet).

- Click Preview to ensure the tree structure is represented accurately.

- If you're satisfied with the preview, click Add Branches.
A brief pop-up window appears to indicate the number of branches added. Make note of that number and compare it with the number of rows copied from your spreadsheet to make sure they match. If you feel like you goofed somewhere, just delete the whole hierarchy, make adjustments to your spreadsheet, and create it again.
Now you can assign vehicles, users, and/or landmarks to the various nodes using the portal interface or spreadsheet upload.
[post_title] => Importing a Hierarchy Tree Structure
[post_excerpt] => If you have a large organization, you may find it tedious to manually set up the hierarchy tree within the portal interface.
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[post_content] => In addition to managing user access and vehicle groupings, hierarchies also help manage distribution of information across all of the divisions, branches, and separate business units operating under an organizational umbrella. Hierarchies allow you to easily schedule reports/alerts to automatically run for the appropriate vehicles and be delivered to the appropriate individuals, including automatic escalation of violation alerts.

In order to use hierarchies for report distribution and alert escalation, you must set up the appropriate
hierarchy-based attributes.
[post_title] => Report Distribution and Alert Escalation
[post_excerpt] => In addition to managing user access and vehicle groupings, hierarchies also help manage distribution of information across all of the divisions, branches, and separate business units operating under an organizational umbrella.
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[post_content] => Hierarchy report groups allow you to include, exclude, and intersect different branches from one or more hierarchies, which you can use to filter maps and report--for example, "All Public Works vehicles excluding Solid Waste, including Maintenance, and ONLY Ford models."
You can create hierarchy report groups on-the-fly when running maps and reports ("CREATE NEW CUSTOM SELECTION"), or you can save a few groups in advance so that they are ready for use at a later time.
Example
Company XYZ has several dispatch facilities in Arizona and Minnesota. XYZ's owner wants to run a report to view fleet usage for all Arizona vehicles (excluding rural locations) for Delivery vehicles only (not Service). This example requires two hierarchy trees--one created for geography (Arizona, Minnesota), and one created for function (Delivery, Service).
To create a hierarchy report group
- From the portal, hover over the Account menu, click Manage Hierarchy, and click Configure custom hierarchy report groups.
The Hierarchy Report Group page opens in a new browser tab.
- From the Hierarchy Trees pane, if the hierarchy you want is not already shown, click the drop-down to select the hierarchy tree you want to modify, and click Show.
- Expand the hierarchy tree to expose the branches you want to target for this report group.
- Drag the appropriate branches into the Include in Report box, and drop them when green check mark appears. In the Company XYZ example, we included the entire "Arizona" node.

- Drag the appropriate branches into the Exclude from Report box, and drop them when the green check mark appears. In the Company XYZ example, we want to exclude rural locations in Arizona such as "Globe" and "Williamson."

- From the hierarchy drop-down list, choose a different hierarchy tree (e.g., Function), and click Show.
- Expand the hierarchy tree to expose the branches you want to intersect.
- Drag the appropriate branches into the Intersection in Report box, and drop them when the green check mark appears. In the Company XYZ example, we want to include only "Delivery" vehicles from the total selection.

- When finished modifying the details of the report group, enter a Group Name, and click Save.

The next time you view a map or run a report, this hierarchy group will be available to choose. In the Company XYZ example, the owner ran a fleet utilization report to show data for his Delivery vehicles in metro Arizona locations:

[post_title] => Using Custom Report Groups
[post_excerpt] => Hierarchy report groups allow you to include, exclude, and intersect different branches from one or more hierarchies, which you can use to filter maps and report.
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[post_content] => Hierarchies are designed for organizations with 100+ vehicles (
Enterprise feature). Hierarchies allow you to organize your fleet using multiple branches based on function, organizational structure, geographic region, or other customer-defined methodology. This level of organization through hierarchies provides the following benefits:
- Scalable Administration – Segment your account by different divisions within the organization.
- Permission-Based User Access – Allow division managers to administer their own vehicles, users, and drivers for certain nodes/branches and even manage the lower levels of the hierarchy structure itself.
- Custom Reports – Design reports that include/exclude/intersect multiple trees without having to manually create groups for every combination of interest.
- Report Distribution and Alert Escalation – Apply attributes to hierarchies to manage alerts, timezones, and scheduled report recipients.
- Quick Queries – More intuitively filter data on reports, maps, and dashlets by node/branch. (See below.)
In order to use Hierarchy, your account must have the Manage Hierarchy item enabled in the Menu Access List (Account category). Additionally, different members in your organization can have different permissions to view and/or edit different branches within hierarchies. See Hierarchy Access to learn more.

Once one or more hierarchy trees are in place, users with permissions to see the branches can use them on reports, alerts, and more:

[post_title] => About Hierarchies
[post_excerpt] => Hierarchies are designed for organizations with 100+ vehicles (
Enterprise feature). Hierarchies allow you to organize your fleet using multiple branches based on function, organizational structure, geographic region, or other customer-defined methodology.
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[post_content] => You can create any number of new hierarchy trees with as many branches (or nodes) as needed. Within each hierarchy, you can add members (vehicles, drivers, landmarks, users) to the branches.
Although the portal interface has been updated since this video was recorded, the process has not changed.
[post_title] => Adding a New Hierarchy
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Although the portal interface has been updated since this video was recorded, the process has not changed.
[post_title] => Importing Hierarchy Assignments
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[post_content] => Hierarchy report groups allow you to include, exclude, and intersect different branches from one or more hierarchies, which you can use to filter maps and report–for example, “All Public Works vehicles excluding Solid Waste, including Maintenance, and ONLY Ford models.”
You can create hierarchy report groups on-the-fly when running maps and reports (“CREATE NEW CUSTOM SELECTION”), or you can save a few groups in advance so that they are ready for use at a later time. You can also allow other portal users on your account to access your hierarchy report groups.
Although the portal interface has been updated since this video was recorded, the process has not changed.
[post_title] => Using Custom Report Groups
[post_excerpt] => Hierarchy report groups allow you to include, exclude, and intersect different branches from one or more hierarchies, which you can use to filter maps and report–for example, “All Public Works vehicles excluding Solid Waste, including Maintenance, and ONLY Ford models.”
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Question:
What is a Hierarchy, and why should I use it?
Hierarchies are designed for organizations with 100+ vehicles. Hierarchies allow you to organize your fleet using multiple branches based on function, organizational structure, geographic region, or other customer-defined methods.
Giving Hierarchy Admin Access
Specific to hierarchies, the
Hierarchy Admin permission enables other users to create new hierarchies or edit individual hierarchies to which they've been given access via User Admin. Implementing a hierarchy structure with multiple department managers responsible for managing their own hierarchy levels (nodes) can make organizational administration and maintenance much easier.
To give a user
admin access to manage hierarchies, see
Giving Hierarchy Admin Access to Users. We recommend admin access is given only to one master user (ideally) or limited administrator level users, due to potential high-level impact.
Creating Hierarchy Data Structures
Large fleets can mirror their organizational structures within the Portal using hierarchy tree data structures. Hierarchy trees can mimic organizational structures, geographic areas, business units, service offerings, vehicle types, etc.
A fully configured hierarchy setup will include multiple classification trees, custom report groups, scheduled reports and alerts, distribution lists, and escalating alerts. After the hierarchy structure is in place and vehicles are assigned to it, these groupings will be available throughout the Portal for use in reports, dashboard, and maps. This structure enables users to view top-level parent node data and subsets of fleets known as child node data.
Naming Hierarchies
When defining tree structures and subtree names, consider how your business units are currently grouped. Use naming conventions that are familiar to users in relation to how they would classify and locate a vehicle.
Hierarchy name is limited to 30 characters.
Using Hierarchy Attributes
Attributes allow you to add custom, descriptive properties to individual hierarchy levels (nodes)–such as alert addresses, email lists, and timezones. When you apply an attribute to a hierarchy level, all members of that level (vehicles, drivers, landmarks and/or users) are automatically assigned to that attribute.
For steps on how to create hierarchy attributes, see Using Hierarchy Attributes.
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Question:
What is a Hierarchy, and why should I use it?
Hierarchies are designed for organizations with 100+ vehicles. Hierarchies allow you to organize your fleet using multiple branches based on function, organizational structure, geographic region, or other customer-defined methods.
Giving Hierarchy Admin Access
Specific to hierarchies, the
Hierarchy Admin permission enables other users to create new hierarchies or edit individual hierarchies to which they've been given access via User Admin. Implementing a hierarchy structure with multiple department managers responsible for managing their own hierarchy levels (nodes) can make organizational administration and maintenance much easier.
To give a user
admin access to manage hierarchies, see
Giving Hierarchy Admin Access to Users. We recommend admin access is given only to one master user (ideally) or limited administrator level users, due to potential high-level impact.
Creating Hierarchy Data Structures
Large fleets can mirror their organizational structures within the Portal using hierarchy tree data structures. Hierarchy trees can mimic organizational structures, geographic areas, business units, service offerings, vehicle types, etc.
A fully configured hierarchy setup will include multiple classification trees, custom report groups, scheduled reports and alerts, distribution lists, and escalating alerts. After the hierarchy structure is in place and vehicles are assigned to it, these groupings will be available throughout the Portal for use in reports, dashboard, and maps. This structure enables users to view top-level parent node data and subsets of fleets known as child node data.
Naming Hierarchies
When defining tree structures and subtree names, consider how your business units are currently grouped. Use naming conventions that are familiar to users in relation to how they would classify and locate a vehicle.
Hierarchy name is limited to 30 characters.
Using Hierarchy Attributes
Attributes allow you to add custom, descriptive properties to individual hierarchy levels (nodes)–such as alert addresses, email lists, and timezones. When you apply an attribute to a hierarchy level, all members of that level (vehicles, drivers, landmarks and/or users) are automatically assigned to that attribute.
For steps on how to create hierarchy attributes, see Using Hierarchy Attributes.
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