Creating Hierarchies in SmartHub

Overview

The Hierarchies tab within the Contacts section of SmartHub enables you to create new hierarchies from within the Hub.

Accessing the Hierarchies Section

1. Click the Contacts icon in the sidebar, this takes you to the Contact Management page.

2. Click the Hierarchies tab at the top, this leads to the screen where all hierarchies are displayed and managed.

Hierarchies List

1 Hierarchies - This header shows the total number of hierarchies in your system.

2 Name - - This column displays the name of each hierarchy.

3 ID - This column shows the ID number of each hierarchy.

4 Last Modified - This column displays the date when the hierarchy was last modified.

5 Modified By - - This shows the name of the user who last modified the hierarchy.

6 Created Date - - Displays the date when the hierarchy was created.

7 Created By - - Displays the name of the user who initially created the hierarchy.

8 Edit Icon - - This pencil icon lets you edit an existing hierarchy. Click the icon next to a hierarchy to update it.

9 Delete Icon - - The trash can icon allows you to delete a hierarchy.

10 Search Bar - - The search function allows you to quickly find specific hierarchies.

Creating a New Hierarchy

Click the drop-down arrow next to the Add Hierarchy button to reveal two actions:

1 Create a New Hierarchy

Start a new hierarchy from scratch by following these steps:

1. Input the name for the hierarchy you are creating.

2. Use the drop-down to change the PK (Primary Key) width. THis defines the character limit or bit width for the unique identifier of each node in the hierarchy. This typically defines the space allocated for the hierarchy's primary key.

3. The company field is automatically populated with the associated company.

4. Use the drop-down to select a specific hub for the hierarchy, if applicable.

5. Use the drop-down to select the End User List who you want to have access to or be associated with the hierarchy.

6. Click the Create Hierarchy Button to create the hierarchy.

2 Use an Existing Hierarchy

Leverage an already-existing hierarchy as a template for a new one by following these steps:

1. Use the drop-down menu to select a hierarchy from the available list.

2. After selecting the desired hierarchy, click the Add button to attach the selected hierarchy to the hub.