How To...
You create hierarchy levels using the Firm Hierarchy form. You can also disable the feature after you have set it up.
- Related Topics:
- 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 that you specify for each level are then used when grouping firm information on reports. - Disable Firm Hierarchy
Use the disable option to turn off the firm hierarchy feature.
Parent Topic: Firm Hierarchy Overview