Changing Organization Hierarchies

arrow icon   To view which organizations are in a hierarchy:

  1. Query the hierarchy and version you want to view.

  2. In the Organization region, enter a query on the Name field.

  3. Check the Exists in Hierarchy check box and run the query. You can now scroll through the organizations currently in the hierarchy in the Name field.

arrow icon   To add a new organization to an existing hierarchy:

  1. Query the hierarchy and version you want to change.

  2. Query the parent organization for the one you are adding.

  3. Select the new organization in the Subordinates block.

    Attention: The list of organizations from which you can select in the Subordinates block includes organizations that are already in the hierarchy. If you select such an organization, you will move it and all its subordinates within the hierarchy.

arrow icon   To change the top organization of an existing hierarchy:

  1. Query the hierarchy and version you want to change.

  2. Query the new top organization.

  3. Select the previous top organization in the Subordinates block.

arrow icon   To move an organization and all its subordinates:

  1. Query the hierarchy and version you want to change.

  2. Query the new parent organization for the one you want to move.

  3. Select the organization to move in the Subordinates block. All the organization's subordinates are moved.