Establishing Relationships Between Levels and Locations

  1. In Reporting and Analytics, click the side navigation menu, click Configuration, click Portal Admin, click Organizational Structure, and then click Relationships.
  2. Select the highest level in the organization, and then click Edit.
  3. In the Parent Name field, select No Parent.

    Note:

    • Only one level can have No Parent assigned.

  4. Click Save.
  5. Select a location and then click Edit.
  6. Select the parent level for the location and then click Save.
  7. Repeat steps 5 and 6 to establish relationships for the remaining locations.

Parent topic: Organizational Hierarchies