Add a New Organization to the Hierarchy

This procedure describes how to add a new organization to the hierarchy.

  1. Right-click the organization and select Open.
    The content pane displays the organization record.
  2. Click the Hierarchy tab.
  3. Click Add > Add New.
    A new organization opens on a subtab.
  4. Enter the organization name.
  5. Select one or more check boxes in the State drop-down list.
  6. To enter additional organization information, complete any of the remaining fields on any of the record tabs.
  7. Click OK to close the new organization subtab and add the organization to the hierarchy of the organization you are editing.
  8. To change the position of the organization you added, expand the hierarchy and drag and drop the organization.
  9. Click Save.