Setting Up Your Organization Structure

Users can set up their organizational structure and hierarchy within our in-app builder. You can configure your structure within the System Admin Module under the Organization Screen.

To add a division or sub division, click on the + button to create a child node.

Setting Up Your Organization Structure [1] (R360).png

Note: You can have an unlimited amount of child nodes.

To rename a division, click on the Pencilpencil icon.png icon and type to edit the name.

Setting Up Your Organization Structure [2] (R360).png

Once inputted, click on the Save button to finalize changes.

Setting Up Your Organization Structure [3] (R360).png