As described earlier, you can set up multi-level organizations where one organization is considered to be the “child” of another. In this case, the child organization inherits the properties of its parent organization. Any user that you assign to the child organization is automatically a member of the parent as well (assuming your profile repository is set up to allow inheritance).

To turn an existing organization into the child of another, use drag and drop functionality:

To create an organization as a child of another organization, follow the steps in Adding a New Organization. In step 2, select the organization that you want to designate as the parent, and then continue with the procedure.

A Note about Displaying Organizational Inheritance

Note that the Organizations window shows only users who are directly assigned to each organization; users who are members of a child organization are not listed as members of the parent organization, even though they do inherit membership of the parent. Consider the following example. You create a parent organization called West Coast and a child organization called Sales. You assign an employee called Ruth to the child organization. She inherits membership of the parent organization, but in the Members panel of the Organizations window she appears only as a member of the Sales organization, the one to which she is directly assigned.

See also A Note about Displaying Role Inheritance


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