View, Create & Update Hierarchy
URVA users can create a hierarchy and map that hierarchy to the users accordingly so that they can view the data according to the hierarchy.
Create hierarchy one by one:
- Under Admin Settings, Go to Hierarchy.
- Now you can create hierarchy either by clicking on + icon from top right corner or by adding a level under already created hierarchy.
- Add Level, Territory or Area with a label name.
- Click Submit to create a hierarchy.
Create hierarchy in bulk:
- From URVA home page, go to the Admin settings.
- Click Hierarchy under the "General Admin Settings". Now, the user can "VIEW" hierarchy.
- Go to the "
Icon" from the upper right corner to create a hierarchy in bulk
- Now, the upload window will appear, click on the Template and the template will be downloaded into the excel format.
- Open the template and fill in the data such as Name (Name of the organization), Code ( Code of the organization), Type (type of the hierarchy, if it is Organization or territory), Parent ( code of the parent organization of the territory).
- After filling the data, save the file by using the Save as Type " CSV (Comma Delimited) ".
- Now, drag and drop or browse the file onto the upload window and click on Upload.
- In this way, a hierarchy will be uploaded.
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