The Organization (Org) Unit Hierarchy represents your business' structure and it is extremely important that the Org Unit Hierarchy is kept up-to-date alongside any restructuring within your business as these activities impact the accuracy of your reporting.

It is extremely important that the Org Unit Hierarchy is kept up-to-date alongside any restructuring within your business as these activities impact the accuracy of your reporting.

The responsibility for coordinating Org Unit Hierarchy updates is with your System Administrator and can be carried out with assistance from the Serraview Support team and your Customer Success Manager (CSM).

Learning Paths

Navigate Org Unit Hierarchy Module - Use this to learn about the Org Unit Hierarchy so you can become more familiar with this module.

Manage Org Unit Hierarchy - Use this to learn about how manually update the org unit hierarchy.

Update Orphan Org Units - Use this to learn about how to update the Orphan Org Units.

Overview

Learning Paths

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