Establishing Relationships Between Levels and Locations
Establishing Relationships Between Levels and Locations
In Reporting and Analytics, click the side navigation menu, click Configuration, click Portal Admin, click Organizational
Structure, and then click Relationships.
Select the highest level in the organization, and then
click Edit.
In the Parent Name field, select No Parent.
Note:
Only one level can have No Parent assigned.
Click Save.
Select a location and then click Edit.
Select the parent level for the location and then click Save.
Repeat steps 5 and 6 to establish relationships for the
remaining locations.