Changes

==How to Create an Organization Hierarchy==

1. Click the 9-square menu icon on the top right of your page..

7. If there are no duplicates, you will be prompted to select the category or categories that your new organization falls under. Click '''Next''' when you are done.

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:* '''Tip: '''The '''System Object '''category is suggested for holding entities so as to exclude it from searches and reporting. For example, it is helpful to group the [[Global User Administrator|System Administrators]] in your system together into one organization on the hierarchy, as they have high-levels of accessibility and functionality within the system. This "organization" of System Administrators would be best categorized under System Object. 

8. You will be prompted to fill in further information ([[Standard Fields]]) for your new organization. Any field with an asterisk (*) is a mandatory field; if no information is inputted into those mandatory fields, you will not be able to proceed.

:::: [[File:Step 3 of org.png|800px|border]]

9. Select the '''Save''' button to add your new company.