Proper setup of your hierarchy in Grandd Central is very important. If done correctly, you will save time and energy with your management of Grandd Central. This is also very important to allow proper deployment of settings throughout your organization (see inheritance for more details).

This guide and the video below will outline the basics of Hierarchies in Findd. After reading this guide or watching the video, you will be well on your way to building your own hierarchy. If we've already helped set up your account with you, this guide will still help you understand hierarchies.

Remember, our support team is here to help. Please consult with us before set-up to optimize your experience with Findd. To reach us, use the blue chatbot in the bottom right corner of your account to send us a message or email us at support@findd.io.

Note: The video below is part of the Quick-Start video series and may reference other videos in the series, but the content is all the same.
​
​

So, to begin, what does “Hierarchy” mean? Hierarchy is a lot like the family tree of your organization. Think about how a country is set up. We have a country at the top level, states/territories below that, and maybe some counties, cities, and towns.
​
​

Now, think about your organization. Instead of counties, cities, and towns, you could have regions, cities, clients, locations, and probably many more.

Let's go through an example of how to approach a hierarchy setup.

For this example, we'll go through the setup of an organization called ABC Cleaning Company. ABC has a bunch of locations spread out across their area of operation. To help with the organization, let's divide their locations into separate regions. Now, the locations all have a parent called region in the hierarchy.

We could add many more levels, but we'll keep it to just region and location for simplicity.

Each level will have either a parent, child, or both. Parent levels pass down settings or permissions to levels below them. Child items inherit these settings or permissions. You can, however, override settings passed down.

This hierarchy now has three levels:

1. ABC Cleaning Company

2. Region

3. Location

Note: We allow as many levels of organization as you need.

With multiple levels, this setup is really important because you can now bring in account users to help manage aspects of your account.

For example, we can now add a supervisor as an account user. Through user permissions, we can allow specific people to view or edit limited amounts of your organization.

In the image below, we can see a quick example. Two supervisors, each over a specific region, can be given a login to Grandd Central. Through user permissions, they can be set only to view data in their own region.
​
​

As a side note, an ineffective setup will prevent you from using many of Findd's features. See the example below and notice the differences between the examples above. Then, try to see where you can implement the supervisor hierarchy control.
​
​

As I'm sure you know, implementing supervisors to manage sections of the hierarchy isn't easy. There is only one level besides the default account level. This may be adequate for small organizations, but it is still far from optimal.

Spend some time mapping out your organization's design. Consult with our support team as well. If ready for the next step, add hierarchy levels to Grandd Central.