- Using B2C Service
- Add an Existing Organization to the Hierarchy
Add an Existing Organization to the Hierarchy
This procedure describes how to add an existing organization to the hierarchy.
- Right-click the organization and select Open.
The content pane displays the organization.
- Click the Hierarchy tab.
- Click Add and select Add Existing.
The Organization Search window opens.
- Enter search criteria in the fields to filter your organization
search and click Search.
The organizations that match your search criteria display.
- Select an organization from the list and click Select.
- To move only some of the selected organization’s subsidiaries to the organization hierarchy, clear the check boxes for those you do not want to move.
- Click OK to close the window and move the organization and selected subsidiaries to the hierarchy.
- To view the full organization hierarchy, right-click any organization within the hierarchy and select Expand All.
If the organization you select is not already part of a hierarchy, selecting it closes the Organization Search window and adds the organization to the hierarchy of the original organization.Note: If the organization you are adding is part of another hierarchy, a message notifies you that the selected organization contains subsidiaries. Moving the organization also moves all its subsidiaries unless you select to move only specific subsidiaries. - Click Save.