Display the Organizational Structure Screen

Follow these steps to display the Organizational Structure screen.

To display the Organizational Structure screen:

  1. Click in the toolbar to display the Administration menu.
  2. In the Global Settings > Your Organization section, click Organizational Structure.

    Most often, the organizational structure is broken down into a company, its divisions/subdivisions, and then departments within each. However, this is very flexible and you can use it how it best fits your business model and process.