Establish Firm Hierarchy Levels

You can determine the number of levels that are available for users to include when building firm hierarchies in the Firms hub. You can set up a maximum of four parent hierarchy levels, and provide a label for each level. The hierarchy and names for each level are then used when grouping firm information on reports.

See the Firm Hierarchy Overview topic for additional information.

To create firm hierarchy levels:

1. In the Navigation pane, select Settings > General > General System .
2. Select the Firm Hierarchy tab.
3. Select the Use check box next to each hierarchy level you want to enable. When a level is in use, the Label column is also enabled for that level.

   By default, the hierarchy is set up to include four parent levels. This allows users to configure hierarchies with a maximum of five levels (firm is the lowest). The order of the hierarchy levels determines the actual hierarchy.

   If you attempt to remove the selection of the Firm level, DPS displays a message prompting you to disable the firm hierarchy feature.
4. In the Label column for each hierarchy level that is in use, enter the description of the hierarchy level. The description of the hierarchy level is used when grouping firm information on associated reports.
5. Click Save.