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How to Set Up your Organizational Hierarchy

Information on how to build the Organizational hierarchy in Contract Logix

Eric Reinert avatar
Written by Eric Reinert
Updated over 3 months ago

Understanding Organizational Hierarchy

The hierarchy of your organization may be simple or complex, but with a need for different users to have access to specific records or be restricted from specific records. To reflect this, use Organizational Roles and Permissions to provide users with varying access to system data. The Contract Logix System comes with one Organizational level, but Administrators can add additional sub-organizational levels and permissions based on your organizational needs. Use the steps below to set up your Organizational Hierarchy:

  1. From the homepage, click to open the Application Settings, then select

    from the Settings menu to open the Organizations hierarchy.

  2. Optional: Toggle the Show Roles switch to the OFF position to hide roles. This can make it easier to distinguish organizations from roles when looking at the hierarchy.

  3. Click the button on the row (organization) to which you want to add the sub-organization.

  4. Enter the Type of organization (Department, Division, Region, Country, etc.). The Type identifies the level of the organization and will appear in parenthesis after the org name in the hierarchy.

  5. Enter the Name of the organization.

  6. Click .

Moving an organization within the hierarchy

The Organizations tree supports drag and drop. If you move an organization that has sub-organizations, all will move together.

How to rename an organization in the hierarchy

  1. Hover over the organization you want to rename.

  2. Click the edit icon.

  3. Change the Organization Name.

  4. Click .

How to delete an organization from the hierarchy

  1. Click on the row containing the organization you want to delete.

  2. Click in the confirmation message box. NOTE: You cannot delete an Organizational level which has user Roles assigned to it. You must first move those users to other Roles, then click delete to remove the organization.

TIP: You cannot delete the top-level (Corporate) organization or move any sub-organization above Corporate. NOTE: You CAN re-name the "Corporate" level to whatever name you would prefer.

CAUTION: If you delete an organization that has sub-orgs, roles and/or users, all sub-orgs and roles are deleted also, and the users are removed from the deleted roles. You must re-assign the users to another role.

For additional information on Org Roles/Permissions, click the Organizational Levels and Roles link.

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