Managing Users by Tier

Checking Users Assigned to Tiers

When a hotline case is filed, NAVEX dispatchers review the case to identify existing users in the reported tier by name and title. Any tier users named in the case are restricted from viewing the case.

When you add users to a tier, you will also want to make sure that the users are not given access to cases in the tier in which they are named.

1. From the navigation menu, select Admin > Tier Admin.
2. Click Users, and then do one of the following:
   • Select the name of a tier in the list.
   • Select Search, type the name of a tier in the box, and then select the link.
3. View the list of users assigned to the tier.

Adding Users to Your Tier

You may want an existing user to be able to access cases in your tier. You can do this by adding that person to your tier.

Note: Only the system administrator can edit personal information and notes for users in your tier.

1. From the Admin tab, select Tier Admin > Users.
2. If you administer more than one tier, click the name of the tier where you want to add the user.
3. Click Add Users to Tier.

   Note: The Add New User link is used to add new users to the system. This link redirects you to the Admin Settings of NAVEX One. See Adding a User for more information.

4. Select check box for the user you are adding.
5. Select an Access Level that applies only when the user is working in that tier.
6. (Optional) Select the Tier Admin check box to make the selected user a tier administrator.
7. Click Save.

Removing Users From Tiers

You can remove a user from a tier without affecting the user's access to cases and tasks in other tiers.

1. From the Admin tab, select Tier Admin > Users.
2. Click the name of a tier to which the user belongs.
3. Click the Name of the user.
4. Click the Tier Access tab.
5. From the Tier section, clear the check box next to the tier name.
6. Click Save.