User Levels
User Levels provide an additional hierarchy layer for controlling access and workflow approvals.
Overview
While roles define what users can do, levels define their position in the organizational hierarchy. Levels are often used for approval workflows.
Page Layout
- Add Level button - Create new level
- Levels Table - List of all levels
Level Information
Each level includes:
| Field | Description |
|---|---|
| Level Name | Name of the level |
| Level Number | Numeric hierarchy (1-10) |
| Description | Level description |
| Approval Limit | Financial approval limit |
| Status | Active/Inactive |
Level Hierarchy
Typical hierarchy:
| Level | Number | Description |
|---|---|---|
| Staff | 1 | Entry level |
| Senior Staff | 2 | Experienced employees |
| Supervisor | 3 | Team leads |
| Manager | 4 | Department managers |
| Senior Manager | 5 | Senior management |
| Director | 6 | Department directors |
| Executive | 7 | C-level executives |
| Admin | 8 | System administrators |
Common Tasks
Creating a Level
- Click + Add Level
- Enter details:
- Name - Level name
- Number - Hierarchy position
- Description - What this level represents
- Approval Limit - Max amount for approvals
- Click Save
Editing a Level
- Find level in list
- Click Edit
- Update information
- Click Save
Setting Approval Limits
- Open level
- Set Approval Limit amount
- Save
Example limits:
- Staff: ₱5,000
- Supervisor: ₱25,000
- Manager: ₱100,000
- Director: ₱500,000
Level Usage
Levels are used for:
- Approval Workflows - Route approvals by level
- Escalation - Escalate to higher levels
- Reporting Structure - Define hierarchy
- Access Scope - View data by level
Workflow Integration
In approval workflows:
- Request submitted
- Routes to appropriate level
- If exceeds limit, escalates up
- Continues until approved
Tips
- Clear Hierarchy - Define levels logically
- Reasonable Limits - Set practical approval amounts
- Match Organization - Reflect actual structure
- Document Purpose - Explain each level's role
- Regular Review - Update as organization changes
Related Pages
- Roles - Permission roles
- Users - User management
- Workflow Settings - Approval workflows
💡 Note: User levels work alongside roles to provide complete access control.