Once you've created a custom hierarchy, you can always go back and make changes and updates. These updates may include adding a new user(s), updating the current users, or removing users in your custom hierarchy, click on the option you need below to learn how!

• Adding New User(s) to your Custom Hierarchy

• Updating Current Users in your Custom Hierarchy

• Removing User(s) from your Custom Hierarchy

   

Adding New User(s) to your Custom Hierarchy

1. Retrieve the current hierarchy, there are two ways to do this:

   1. Export from Platform: this method is exported only as IDs so all edits will also need to be made as IDs

      1. Go to Settings > Hierarchies > Select your hierarchy

      2. Click Hierarchy CSV Import/Export

         

      3. Open the CSV and proceed to Step 2

          

         OR

          

   2. Use an existing CSV

      1. Open the Google Sheet you saved when you set up your custom hierarchy and proceed to Step 2.

          

2. In the User Report tab, add the new user(s) email and Profile ID in the appropriate columns. (You can find this info in the People tab in the left nav of the Platform.)

    

3. In the Email Hierarchy tab enter the new user(s) email in column A and the email of the person they will report to in column B.

    

   If the new user you are adding will have anyone reporting to them, be sure to add the new user's email in column B next to any user(s) that need to be beneath them in the hierarchy.

    

   In the Email Hierarchy tab, column A identifies a user and column B identifies who they report to, this is where you're building your hierarchy! It's common for someone to both have direct reports beneath them and someone they report to above them in the hierarchy.

    

4. In the Output tab, the IDs for all users are automatically calculated in the intended hierarchy position established in Step 3 (the Platform uses this ID to bring this information over later).

    

5. Complete these steps to finish updating

    

Updating Current Users in your Custom Hierarchy

There can be many reasons for changes to your hierarchy; maybe someone was promoted and now needs to be put in a manager role with a team listed beneath them, maybe someone changes teams and needs to be listed under a different direct report, maybe a manager has been replaced or you want to completely re-organize your hierarchy.

1. Retrieve the current hierarchy, there are two ways to do this:

   1. Export from Platform: this method is exported only as IDs so all edits will also need to be made as IDs

      1. Go to Settings > Hierarchies > Select your hierarchy

      2. Click Hierarchy CSV Import/Export

      3. Open the CSV and proceed to Step 2

          

         OR

          

   2. Use an existing CSV

      1. Open the Google Sheet you saved when you set up your custom hierarchy and proceed to Step 2.

    

2. You will make any changes in the Email Hierarchy tab

   1. If a current individual user has become a manager, put their email in Column B next to any user that should report to them, or be listed beneath them in the hierarchy. Also, make sure that where that user is listed in Column A, whoever they report to is listed in Column B.

   2. If someone is changing teams or has a new direct report, simply replace the email listed in Column B next to that user with the person they should now report to.

   3. If a manager has been replaced, replace their email in Column B with their replacement's email so that all of the users that previously reported to that manager will now report to the new manager.

   4. If you want a complete re-organization of current users, you can rebuild your hierarchy in the Email Hierarchy tab that as long as it follows the basic rule: you must have a root node (like a CEO) that is listed in Column A but has a blank cell for Column B (they report to no one), then each user after that needs to be listed in Column A with the email of the person they report to listed in Column B.

   5. Any other changes just need to follow the same rule!

       

3. Complete these steps to finish updating

    

Removing User(s) from your Custom Hierarchy

Removing user(s) seems as simple as deleting someone's information from the spreadsheet, but there are a few things to keep in mind! Read these before removing anyone from your hierarchy.

• If you remove a manager, you MUST replace any occurrence of their email in Column B of the Email Hierarchy tab with someone else. This way, all of the users that previously reported to that user will still have a direct report in the hierarchy. Remember, only the root node can have an empty cell in Column B, everyone else MUST report to someone.

   

• Hierarchies have a ripple effect, if you remove someone from the hierarchy that has multiple levels of reports beneath them, you need to be sure every user still has a current user listed in Column B as the person to which they report. So if you remove the root node, you MUST replace them with another user that has a blank cell in Column B, because without a starting point, the hierarchy breaks.

   

• Removing a user from your custom hierarchy DOES NOT remove them as a Platform User.

To remove a user:

1. Delete the user(s) information from both the User Report and Email Hierarchy tabs

2. Ensure the tips about removing a user from your hierarchy listed above are considered

3. Complete these steps

The common final steps from each scenario above:

1. Navigate to the "Output" tab

    

   

    

2. Verify that there are no red error cells present like the one below:

    

   

    

3. Export the "Output" Sheet to CSV by selecting File > Download > Comma-separated values (.csv, current sheet)

    

   

    

4. In Intelligence360, navigate to your custom hierarchy: Settings > Hierarchies > Custom Hierarchy

    

5. Open the Hierarchy CSV Import/Export Section and select the .csv file to upload

    

6. Save your hierarchy by clicking save in the upper right corner

    

7. Preview your hierarchy by using the preview tab

Your hierarchy is updated!

If you run into any issues, please contact support.