View, Create & Update Hierarchy

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:

  1. From URVA home page, go to the Admin settings.
  2.  Click Hierarchy under the "General Admin Settings". Now, the user can "VIEW" hierarchy.
  3. Click on  and then a new pop-up window will appear.
  4. First create Level. Enter Name and click Create.
  5. Now hover the mouse on on the newly create level.
  6. Now either you can create level or territory. Enter names and then click Create.









Create hierarchy in bulk:

  1. From URVA home page, go to the Admin settings.
  2.  Click Hierarchy under the "General Admin Settings". Now, the user can "VIEW" hierarchy.
  3. Go to the " Icon" from the upper right corner to create a hierarchy in bulk
  4. Now, the upload window will appear, click on the Template and the template will be downloaded into the excel format.
  5. 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).
  6. After filling the data, save the file by using the Save as Type " CSV (Comma Delimited) ".
  7. Now, drag and drop or browse the file onto the upload window and click on Upload.
  8. In this way, a hierarchy will be uploaded.


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