organization hierarchy

The Manage organization hierarchy feature in Administration helps you create tools to better view and analyze the fundraising performance of a specific group of fundraisers. With this functionality, the system administrator (or any user granted the necessary permissions) defines the organization’s internal structure and creates teams useful to other users of the application. For example, the organization hierarchy created in the feature includes Researcher and Primary Solicitor positions. The performance of both positions is of interest to the Major Giving Director, so the system administrator creates a Major Giving team that includes both positions. The Major Giving Director can then use the team to generate reports, dashboards, or KPIs and track the Researcher and Primary Solicitor performance.

The hierarchy created in the application clearly defines and displays the relationships between the various positions; however, individuals in your system are not inextricably linked to the positions. This allows the structure and relationships established in the hierarchy to remain unchanged even when individuals holding the positions move on. For example, your organization includes a Northwest Planned Giving Director position in its hierarchy, and Arthur Andrews currently holds this position. If next year Arthur leaves your organization, the position Northwest Planned Giving Director remains in the hierarchy even though Arthur left. The application keeps the position intact even after you remove Arthur from your system. If a replacement is immediately known, you can assign the new individual to the position or leave the position vacant.