Maintaining Hierarchies
You can add or delete hierarchies or sub-hierarchies from the Profile Relationship screen.
1 To add a hierarchy or a sub-hierarchy, select the parent level, right-click the mouse and select Add Hierarchy or Add Sub Hierarchy. A new level is formed.
Note: This menu also contains options for deleting the selected hierarchy level.
2 Edit the name of the new hierarchy level as required and press Enter.
From the list of organization hierarchies listed, expand the hierarchy whose details you want to view. The hierarchy structure displays.
To view the profiles belonging to a particular hierarchy or sub-hierarchy, select the level. The list of profiles in the Profile tab refreshes to display the attached profiles.
Note: Select the Include sub-hierarchy check box to view a list of all profiles associated with the selected hierarchy level and its sub-hierarchy entries. Leave it clear to view profiles of the selected level only.
1 To add profiles to a hierarchy level, select the level and right-click the Profile tab area.
2 Select the Attach Profile option. The Find Profile/Contact dialog box displays.
Note: This menu also contains options for detaching existing profiles.
3 In the Find Profile/Contact dialog box, specify the conditions for searching a profile or select a profile from the list displayed.
4 Double-click the selected profile to attach it to the relevant organizational hierarchy level.