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Generating an Ad Hoc Hierarchy (CX)

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Qtip: CX Hierarchies are only available to CX licenses with ticketing included. If you’re interested in this feature, reach out to your Account Executive.
Qtip: CX Hierarchies and EX Hierarchies are very similar, but have some key differences. If you are an EX client, please see Generating an Ad Hoc Hierarchy (EE) instead.

About Ad Hoc Hierarchies

An Ad Hoc hierarchy is a hierarchy that you build from scratch inside the platform, without relying on pre-set metadata.

Warning: While this option may seem easier, we recommend that you read up on Parent-Child hierarchies and Level-Based hierarchies to determine if either of those options better fit your organization’s structure. Check out a basic comparison of your options on the Hierarchies Basic Overview page.

Generating an Ad Hoc Hierarchy

  1. Navigate to the User Admin tab.
    Create Org Hierarchy button in green can appear in upper-right or center, depending on whether you've created org hierarchies in the past
  2. Navigate to the Org Hierarchy section.
  3. Click Create Org Hierarchy.
  4. Type a Name for your hierarchy.
    Create new hierarchy window
  5. Under Type, select Ad Hoc.
  6. Click Create.

Once your Ad Hoc hierarchy is created, you will use the methods described on the following support pages to build your units and assign your users from scratch:

FAQs