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Access to this page requires authorization. You can try changing directories.
As an admin, manage hierarchies by editing, deleting, or unpublishing them to keep them up to date and relevant for users.
Edit a hierarchy
- Sign in to your sales app, and in the lower-left corner of the page, go to Change area > App Settings.
- Under General Settings, select Visual hierarchy.
A list of existing hierarchies is displayed. - Select the hierarchy you want to edit.
- Make the necessary changes to the settings. To know the settings you can change, see Configure the root node of the hierarchy and Configure the child node.
- Select Save to apply your changes.
The updated hierarchy is now available for users.
Delete or unpublish a hierarchy
- Sign in to your sales app, and in the lower-left corner of the page, go to Change area > App Settings.
- Under General Settings, select Visual hierarchy.
A list of existing hierarchies is displayed. - Select the hierarchy you want to delete or unpublish.
- To delete the hierarchy, select Delete and on the confirmation message, select Delete. The hierarchy is permanently deleted from your organization.
- To unpublish the hierarchy, select Unpublish and on the confirmation message, select OK. The hierarchy is unpublished and no longer available to users. You can republish it later if needed by selecting Publish.