How to Set Up Hierarchy Management in AutyFi.ai

Setting up hierarchy management in AutyFi.ai is a straightforward process designed to help you efficiently organize and manage your company’s structure. Whether you're creating a new organization or refining an existing one, our step-by-step guide will easily walk you through each stage. Following these instructions, you'll quickly gain control over your organization's hierarchy, ensuring that your locations and administrative permissions are clearly defined and easily accessible. Dive into this guide to simplify your management tasks and enhance your productivity with AutyFi.ai.

Step 1: Access Organization Settings

• Log in to your AutyFi.ai account.
• Click on your profile logo in the top right corner.
• Select 'Organization' from the drop-down menu.

Step 2: Add a New Organization

• Click on the gear icon.
• Select 'Add New Organization'.

Step 3: Edit Organization Details

• After adding the new organization, please find it in the list.
• Click on the options button next to the organization name.
• Select 'Edit'.

Step 4: Set Up Hierarchy

• In the edit window, find the 'Hierarchy' option (second from the top).
• Click on it.

Step 5: Choose Hierarchy Type

• Click on 'New Node' to create your hierarchy.

Step 6: Import Locations

• Select 'Locations' from the left side menu.
• Import the locations into your newly created hierarchy.

Admin Permissions

• Only users with admin rights can view and manage the selected stores.

Done!

• You've successfully set up hierarchy management in AutyFi.ai.