Skip to main content
  • Customer Experience
    Customer Experience
  • Employee Experience
    Employee Experience
  • Brand Experience
    Brand Experience
  • Product Experience
    Product Experience
  • Core XM
    Core XM
  • Design XM
    Design XM

Generating an Ad Hoc Hierarchy (CX)

What's on This Page:

Was this helpful?

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

The feedback you submit here is used only to help improve this page.

That’s great! Thank you for your feedback!

Thank you for your feedback!

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: