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How to insert a Role or Territory into existing hierarchy?

Knowledge Article Number 000005103
Description

How to insert a Role or Territory into existing hierarchy?

Resolution

There is no direct method to insert a new Role or Territory between two existing entries in a hierarchy to make the lower one report to the inserted role. But it can be done in a couple steps.

In Role Hierarchy:

1. Click on the "Add Role" link under the upper role.

2. Name the new role and set any needed permissions, Save.

3. Click on the "Edit" link or the name link of the bottom role.

4. Change "This role reports to" to the new middle role, Save

Example:
Role "Manager" reports directly to Role "VP".
Need to add in new Role "Director" between them.

Solution:

a. Create new role "Director" and make it report to "VP".

b. Make "Manager" role report to "Director".

NOTE: This same method works for inserting new middle Territories in the Territory Hierarchy tree.





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