Add an Existing Organization to the Hierarchy

This procedure describes how to add an existing organization to the hierarchy.

  1. Right-click the organization and select Open.
    The content pane displays the organization.
  2. Click the Hierarchy tab.
  3. Click Add and select Add Existing.
    The Organization Search window opens.
  4. Enter search criteria in the fields to filter your organization search and click Search.
    The organizations that match your search criteria display.
  5. Select an organization from the list and click Select.
    1. 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.
    2. Click OK to close the window and move the organization and selected subsidiaries to the hierarchy.
    3. 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.
  6. Click Save.