Associate a Hierarchy

You can associate a hierarchy to either Case Management, as well as one or more hierarchy-enabled CX Measurements.

1. Go to Global Settings > Setup > Hierarchy.
2. Click the desired hierarchy name. The Details tab displays.
3. Click Settings. App Associations displays.
4. Click on the desired application. A dialog displays.
5. To associate a hierarchy to...
   1. Case Management - Click the Off/On toggle to the On position.
   2. CX Measurement - Select the desired active measure(s).
6. Click Save. The dialog closes and the hierarchy is now associated to the application.