Adding a tier to a hierarchy takes several steps, including creating the creation of the tier, adding a location, and activating the tier. The guide below outlines each of these steps so an individual can successfully add tiers to a hierarchy.
...
Use the filters on the hierarchy page to display tiers with the status matching Newly Created.
Locate the tier you created and hover over the expandable menu in the action column. From the menu, select Activate.
When the menu expands from the right side of the page, confirm the choice to activate the tier by clicking the blue Activate button.
Adding a Location to a Tier
Applies to:
Account Managers
Organization Managers
CS/Onboarding Admins
XPAs
Super Admins
Overview
Activated tiers are displayed with the rest of the hierarchy and can have users assigned to them. Until a tier has a location associated with it, however, it will not have a page. Pages are essential for tiers that wish to share the reviews of all of their professionals in one place. Once a location has been added to a tier, the profile can be updated to reflect the most accurate and up-to-date information for page visitors.
How-To
On the hierarchy page, locate the tier and click the blue text: + Add location.
Type in and select the correct address for the tier’s location.
If the address is not found in the address book, you can add a new address by clicking the + New Address text in the top right corner.
Once the address is entered correctly, click the blue Confirm button.
Since a location has been added to the tier, the tier now has a profile. The menu on the screen will display categories of profile information that can be customized for the tier. Update it now, or wait until later to edit the profile information. Click the blue Save button.
