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            Set Tab Visibility and Assign Object Permissions for Flexible Hierarchies

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            Set Tab Visibility and Assign Object Permissions for Flexible Hierarchies

            To make sure that Flexible Hierarchies are available to your users in App Launcher, set the Tab visibility. To manage hierarchy types and hierarchies, assign object permissions for the Flexible Hierarchy, Flexible Hierarchy Node, and Flexible Hierarchy Node Relation objects.

            Required Editions

            Available in: Lightning Experience

            Available in: Unlimited and Agentforce Editions
            User Permissions Needed
            To assign object permissions: View Setup and Configuration
            To set tab visibility:

            Customize Application

            AND

            View Setup and Configuration
            1. From Setup, in the Quick Find box, find, and select Profiles.
            2. Click the profile that you plan to edit.
            3. Click Edit.
            4. Go to Tab Settings, and select Default On for Flexible Hierarchies.
            5. Go to Administrative Permissions, and select View Setup and Configuration.
            6. Go to Standard Object Permissions, locate these objects, and assign permissions according to the profiles.
              Profile Task Object Permissions
              Flexible Hierarchy Admin To create and update hierarchy types
              • Flexible Hierarchy
              • Flexible Hierarchy Node
              • Flexible Hierarchy Node Relationship
              		 Read, Create, Edit, and Delete
              To configure metric types, and create summary records Flexible Hierarchy Node Summary Read, Create, Edit, and Delete
              To run validation jobs Flexible Hierarchy Validation Job Runs Read, Create, Edit, and Delete
              Flexible Hierarchy Manager To create and update hierarchies by using the hierarchy types
              • Flexible Hierarchy
              • Flexible Hierarchy Node
              • Flexible Hierarchy Node Relationship
              		 Read, Create, and Edit
              To view summary rollup metrics Flexible Hierarchy Node Summary Read
              To view hierarchy validation job errors Flexible Hierarchy Validation Job Runs Read
              Flexible Hierarchy User To view flexible hierarchies, summary rollup metrics, and validation job errors
              • Flexible Hierarchy
              • Flexible Hierarchy Node Summary
              		 Read
             
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