To maintain group hierarchy information by selecting the Hierarchy hyperlink from the side navigation menu, a user with appropriate access (with either the Admin or Manager group member role) can add additional child or parent groups, as well as set an end date to an existing child or parent group.
The ability to define and maintain group hierarchy information is limited to users who are assigned the Admin or Manager role. In addition, the JTFRS: Group Update Access profile option must be set to None. The Admin or Manager role attribute can be identified by clicking the Go button to open the Select a Role window. These attributes are defined in the setup window. Perform the following steps to define your group hierarchy information.
If the row contains a Remove check box, you can select the check box and update the window to delete the record. If the row contains a Remove icon, you can click it to clear the row.
A person in a group with the role of Manager or Admin can change his or her role and group hierarchy information but not phone or address information.
CRM Application Foundation User
Navigate to the Resources tab click the Groups subtab and search for the group for which you wish to define group hierarchy.
In the search results page, click the Update icon next to the group whose hierarchy you wish to define.
Click the Child Groups icon, click the Add Another Row button and search for the group that you wish to add as a child group.
Specify the active dates for the child groups. A child group cannot have overlapping date ranges with its parent group.
Add as many rows as required and then click the Apply button.