Detail Form: Group Definition
The Hierarchy Definition form is used to create, modify, or delete hierarchies.
You can create hierarchies that mirror your organization’s hierarchy. For example, you can create a hierarchy to show who reports to whom within your company. Each hierarchy you create is associated with a unique hierarchy name and you can create many hierarchical structures, such as supervisory assignment, data access rights, payroll hierarchies, etc.
In order to build a hierarchy, you first create a hierarchy on the Hierarchy Definition form. Next, you define the group types and levels of groups that are allowed in the hierarchy via the Group Definition form. Finally, you establish the order of the hierarchy among these groups by assigning them to parent groups via the Hierarchy Elements form.
See Also:
Hierarchy Definition Field Descriptions
Create/Add a Hierarchy Definition
Hierarchy Name
The identifying name of the hierarchy.
Hierarchy Type
A hierarchy type represents a context that the type can be used for.
Job Hierarchy
Organization Hierarchy
Reporting
Description
The description can be the same name as the hierarchy name, or it can be a general description of the record.
Update Date, Updated By
These fields display when the record was created or updated, and the person who created or updated the record.
Click Main Menu > Administration > Hierarchy > Hierarchy Definition.
If the record you are searching
for is not visible on the form, you can use the Hierarchy
Name filter to search for the record. Click the 
Filter button to display the filter area.
Click Find on the horizontal toolbar. The records that match your criteria will display.
Click Main Menu > Administration > Hierarchy > Hierarchy Definition.
Click Add.
Enter a Hierarchy Name.
Select a Hierarchy type.
Enter a Description.
Click Save when you are finished. In order to build your hierarchy, you must define the group types and levels of groups that are allowed in the hierarchy via the Group Definition form.
Click Main Menu > Administration > Hierarchy > Hierarchy Definition.
Click the hierarchy you want to modify and click Modify.
Modify the necessary fields.
Click Save when you are finished.
Note: You cannot delete a Hierarchy that has elements residing inside of it. You must delete the elements that reside inside the hierarchy via the Hierarchy Elements form before you can delete the Hierarchy.
Click Main Menu > Administration > Hierarchy > Hierarchy Definition.
Click the hierarchy you want to delete and click Delete.
Click OK to confirm the action.
Click Main Menu > Administration > Hierarchy > Hierarchy Definition.
Select the hierarchy you want to duplicate and click Copy.
Change the hierarchy definition as necessary and click Save.