Managing Your Organization

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Use this feature to assign labels to the specific locations, staff members, and groups in your organization. You also can add new members to your organization and edit information about existing members.

 

1. To add a member to your organization or to edit an existing member record, choose Hierarchy Organization > Organization Management.

 

2. Click

_img28 to expand the hierarchy list and view the levels.

To add a new member to your organization, select a level in the hierarchy list and click

_img29. (The button will include the name of the level you have selected.) Complete the information on the Add New Organization page.

To edit an existing member record, select it in the hierarchy list. Click

_img30 and make changes on the Edit Organization page.

To delete a member record, select it in the hierarchy list and click

_img31.

 

See also

       Adding New Members to Your Organization

       Editing Members of Your Organization

       Moving a Member of Your Organization

       Deleting a Member of Your Organization