Add Tier

Adding a tier to a hierarchy takes several steps, including creating the tier, adding a location, and activating the tier. The guide below outlines 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.

   Open

   

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.

     Open

     

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.

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

1. On the hierarchy page, locate the tier and click the blue text: + Add location.

2. 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.

3. Once the address is entered correctly, click the blue Confirm button.

4. 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.