Add Tier

Adding a tier to a hierarchy takes several steps, including 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.

Creating a Tier

Applies to:

• Account Managers

• Organization Managers

• CS/Onboarding Admins

• XPAs

• Super Admins

Overview

To start the process of adding a tier to the hierarchy, the tier needs to be created. Minimal information is needed to create the tier as it will not yet have a profile attached to it. The steps below outline the process to create a new tier.

How-To

1. From the hierarchy screen, click the Add New Tier button in the top right corner.

   

2. When the menu expands from the right side of the page, enter the required information for the tier:

   • Tier name: the name of the tier as it should appear within the hierarchy. This is for internal use only.

   • Parent tier: the tier that this new tier should be assigned to.

   • Tier type: this will automatically be filled in based on the parent tier selection.

     

3. Click the blue Create tier button in the bottom right corner. Take note of the tooltip displayed on-screen before creating the tier.

   

Activating a Tier

Applies to:

• Account Managers

• Organization Managers

• CS/Onboarding Admins

• XPAs

• Super Admins

Overview

Once a tier has been created, it must be activated. Without activating a tier, it will not show up with the rest of the hierarchy and its users cannot be active participants in campaigns or listings.

How-To

1. Use the filters on the hierarchy page to display tiers with the status matching Newly Created.

   

2. Locate the tier you created and hover over the expandable menu in the action column. From the menu, select Activate.

   

3. When the menu expands from the right side of the page, confirm the choice to activate the tier by clicking the blue Activate button.