Access organization hierarchy

You access the Manage organization hierarchy function from the Administration page. Only authorized users can open Manage organization hierarchy and create and edit the hierarchies.

  1. From the action bar, select Administration, organization hierarchy. The organization Hierarchy page appears. Your organization’s name defaults as the top node.

    Note: If the application cannot derive your organization’s name from the database stamp, “organization” displays instead.

  2. From this page, authorized users can create and edit your organization’s hierarchy, defining multiple organizational teams. For detailed instructions about working on the organization Hierarchy page, see the following sections: