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Creating an Organizational Hierarchy

You can create Organization Hierarchies by assigning a Parent Organization to a "child" Organization and then another Organization to the child. Permissions can be set to determine which users can view certain Organizations in the hierarchy.

Create an Organization Unit by assigning a Parent with a child Organization. For example, "Company X" is the Parent Organization and "Company X West" is the Organization Unit.

Assign another Organization with the child Organization ("Company X West"). Click OK.

In the Organization Info page, the Organization becomes the child to the Organization Unit you selected.

Repeat the steps above to create further subunits of the Parent Organization.

 


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