Organization Levels determine a user's permission to view account and contact information.  Defining unique Org Levels allows the Admin to control which users can see which accounts and contact information. Permissions are assigned from a top-down, “parent–child” perspective i.e., users can view account and contact information for Org Levels below them, but users within the same Org Level cannot view each other’s data, or that of users above them in the Org.

Use this page to edit, view, and download org level data. Explore via the chart view or the list view. Download all org level data or a blank org level data template under the three dots.

Add a new org level: Enter the list view, click the "Action" button, select "Create Org Level" or "Create Child Org Level" depending on what you want to add, edit the name, and click the "Save" button.

Edit an org level name: Enter the list view, click the "Action" button, select the "Update" option, edit the name, and click the "Save" button.  

Delete an org level: Enter the list view, click the "Action" button, select the "Delete" option, enter the name of the org level you wish to delete, and click the "Delete" button. 

Edit manager email notification levels: Enter the list view, click the "Action" button, select the "Edit Manager Email Notification Levels" option, edit the number of org levels above you want to send email notifications to, and click the "Update Org Level" button.

View and add users to an org level: Enter the list view, click the "Action" button, and select the "View and Add Users" option. Here you can add users and edit current users.