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