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Before you can start Adding add organizations to a lean floor plan OR Adding add organizations to a space management floor plan you need to create an organization hierarchy in Optimaze Moment.



What is an organization hierarchy?

Organization hierarchy in Optimaze is a six-level hierarchy of organizations. You are required to give all six levels. When adding organizations to capacity objects or spaces, you will define the organization level 6 and the levels before will automatically be included.

Structure

Organization level 1

Organization level 2

Organization level 3

Organization level 4

Organization level 5

Organization level 6

Example 1

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Example 2

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Instructions

You must have Organization hierarchy admin role in Optimaze Portal.

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1. Log in to Optimaze Portal

2. Go to

Optimaze

Optimaze Moment

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3. Click ‘Object management’ and select ‘Organization hierarchy’ from the drop-down list

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4. Click the name of the first organization level and

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click ‘Add Organization level 2’

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5. Fill in the form and click ‘Save

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6. Continue adding the organization levels until you have added all 6 levels

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Next you can add organizations to your floor plan using these articles below

Not sure whether you have lean or space management floor plans?
Check out this article: Adding floor plans