To add a new folder(s) to the hierarchy (note: you must have admin permissions):


  1. Go to Admin Hierarchy

  2. You will be taken to the "Locations Hierarchy" section.
    Use the arrow on the left side of the folders to drill down and roll up your folders.

  3. Select the folder you want to add to.
    Make sure it is highlighted in grey.

  4. The "Edit Hierarchy" section will appear on the right side of your screen.
    Click the blue "Add Group" button.
    Note: Depending on what folder level you have selected, the blue "Add... " button will change (Add Portfolio, Add Group, Add Entity).

  5. The "Create New Hierarchy" window will appear.
    Type your Group (or portfolio, or entity) name, then click the blue "Save" button.

  6. A popup will appear notifying you that your changes have been saved successfully.
    You will then see your new Group in the the Locations Hierarchy section.

    Note: It will take 10-15 minutes for your new Group to be visible throughout the dashboard. 
    We also recommend logging out of the dashboard, then back in again to see the changes.