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Level types

Your own words for the layers of your organization — nation, region, chapter, assembly.

Rename a level

  1. Press Edit at the end of the level's row.
  2. Type the new word in Name, and its plural in Plural.
  3. Press Save.

Then: Every page, list and form uses the new word, for every unit at that level. The units themselves do not change.

Grace's organization calls its middle layer a district, and the level is called Region. Grace presses Edit, types District and Districts, and saves; Hierarchy, every list and every form now say district.

Add a level

  1. Press Add a level type.
  2. Type its Name, singular, and its Plural.
  3. Set its Order: 0 is the top.
  4. Check Units at this level usually have a board if they do.
  5. Press Add level type under the form.

Then: It is listed in order and offered for every unit. Press the + Add link at the end of its line to add a unit at that level on Hierarchy.

Sokha's organization grows a layer between its nation and its local groups. Sokha adds Region, Regions, at order 1, and every existing unit stays where it is until it is moved under a region.

Put the levels in order

  1. Press Edit on a level.
  2. Set its Order: 0 is the top, and a higher number sits lower.
  3. Press Save.

Then: The list shows the levels from the widest down. The order is a guide, not a rule: a unit may skip a level, and which unit sits inside which is set on Hierarchy.

If a level cannot be deleted

  1. Read how many units use it, on its row. Remove cannot be pressed while any do.
  2. On Hierarchy, press Edit on each of those units and choose another Level.
  3. Come back, press Remove at the end of its row, then Remove it.

Then: The level is gone from the list.

These words are used by every unit, so only an organization-wide role that changes settings, such as the Owner or an Admin, can change them. The page opens only for those who hold Change organization settings: anybody else who types its address is told it is set up by the organization's Owners and Admins.