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Add Units

You can add organization units to the navigation hierarchy from the Navigation/Hierarchy page.

  1. Navigate to the Navigation/Hierarchy page.

  2. In the toolbar of the Units section, click Add. The section expands to display a form.

  3. Enter a name for the unit in the Name field.

  4. Use the Allowed Child Type drop-down menu to select a child type.

  5. When complete, click Submit.

Add Child Units

Once an unit has been created, you can add child units to it.

  1. Navigate to the Navigation/Hierarchy page.

  2. Click the menu stacks button next to the desired unit, then click Add Child Unit.

    The section expands to display a form.

  3. Enter a name for the child unit in the Name field.

  4. Use the Allowed Child Type drop-down menu to select a child type.

  5. When complete, click Submit.