Add Levels

To add levels, begin by adding the lowest level first, and then add levels on top of that. Once you add a level, you cannot delete a level.
Note: You can use a .csv template to define the department structure and upload it to the client configuration.
Note: If you are adding a level to an existing structure, it is always added as the parent level in the organization.
  1. Navigate to the Clients page on the Configuration view.
  2. Click the link in the NAME column for the client whose information you want to modify.
    The Client Info page appears.
  3. Select Settings > Departments on the left navigation menu.
  4. Click the Levels tab.
  5. Select .
    The Add Department Level pop up window appears.

  6. Enter the level name in the text box at the top level.
  7. Select .