Hierarchical Organizations

Using hierarchical organizations is easy with CaptionSync. This article shows how.

Hierarchical structures:

Hierarchical structures can have as many levels, peers as needed. It works as follows:

• Child organizations will appear on the parent organization's Settings -> Manage Organization:

• The parent organization will appear on the child organization's Settings -> Manage Organization:

• If the child (via Permit User Management from Parent Organization checkbox, on Settings -> Manage Organization) AND parent (via Administer Child Organizations if Permitted checkbox, on Settings -> Manage Organization) so determine, users from the parent organization with Manage Users privileges can manage child organization's users' privileges, set the primary user, and add new users:

• Users from parent organizations with See Analytics privileges can see cumulative analytic data for the whole organizational structure, or for individual child organizations, on the Analytics tab:

• Upon request, invoices from child organizations can also be viewable by the parent organization.

Additional Notes:

• More information about managing and creating users, special roles, user privileges, and managing organizations, can be found in our article about Managing and Adding Users.