Firm Hierarchy Dialog Box
The firm hierarchy is a graphical representation of the parent and subsidiary relationships between multiple firms or agencies. Use this dialog box to create, vew, or edit a hierarchy of firm records.
You can view the full hierarchy, regardless of your security role's access rights.
However, the ability to edit the firm hierarchy depends on your security access rights. If you have modify rights for a firm, you can edit the full hierarchy, even if you do not have security access rights to the other firms in the hierarchy. If you have view only rights for a firm, you cannot edit the hierarchy for that firm.
- Related Topics:
- Display the Firm Hierarchy Dialog Box
Display this dialog box in the Firms hub. - Contents of the Firm Hierarchy Dialog Box
Use this dialog box to enter or edit firm hierarchy information.
Parent Topic: Fields and Options