Default User Levels
Configure default user levels that are automatically created for new companies.
⚠️ Developer Access Only
This page is only accessible to users with developer privileges.
Overview
Default user levels are templates copied when new companies are created. Define standard organizational hierarchy levels.
Page Layout
- Add Default Level button - Create new default
- Default Levels Table - All default levels
- Reorder - Arrange hierarchy
Default Level Information
| Field | Description |
|---|---|
| Level Name | Name of level |
| Level Number | Hierarchy position |
| Description | Level purpose |
| Default Approval Limit | Default spending limit |
| Is Required | Must be in every company |
Standard Hierarchy
| Level | Number | Description |
|---|---|---|
| Staff | 1 | Entry level |
| Senior Staff | 2 | Experienced staff |
| Supervisor | 3 | Team lead |
| Manager | 4 | Department head |
| Senior Manager | 5 | Senior management |
| Director | 6 | Executive |
| Administrator | 7 | System admin |
Common Tasks
Adding a Default Level
- Click + Add Default Level
- Enter level details:
- Name - Level name
- Number - Hierarchy position
- Description - Purpose
- Approval Limit - Default limit
- Click Save
Editing Default Level
- Find level in list
- Click Edit
- Modify settings
- Save changes
Reordering Levels
- Drag levels up or down
- Order saves automatically
Approval Limits
Default spending limits by level:
| Level | Suggested Limit |
|---|---|
| Staff | ₱5,000 |
| Supervisor | ₱25,000 |
| Manager | ₱100,000 |
| Director | ₱500,000 |
| Admin | Unlimited |
Tips
- Logical Hierarchy - Create clear structure
- Appropriate Limits - Set reasonable defaults
- Document - Explain each level
- Test - Verify in test company
- Company Specific - Companies can customize
Related Pages
- Default Roles - Default roles
- User Levels - Company levels
💡 Note: Default levels are templates. Companies can modify their own levels after creation.
