For the complete documentation index, see llms.txt. This page is also available as Markdown.
Managing hierarchy groups
To check more information on hierarchy groups, check the Organizations documentation.
Adding new organization groups
Select Administration > Users.
Click on Add new organization group.
Enter the group name and select a parent organization. Select at least two organizations. Click Save to create the group.
The created group will appear on the Users page once you switch to the Groups tab.
To assign a group to a user switch to the Users tab and select the required user from the list.
On the user’s detail page, click on Edit, and select the appropriate group organization from the dropdown menu (marked with a Group tag), in the Organization field. Once the changes are saved, the user is assigned to the selected group.
Editing an organization group
On the Users page, switch to the Groups tab and open the Group Details page by selecting a record on the groups list.
