To create your hierarchy structure, linking different organisations together in an organised structure you'll need your hierarchy spreadsheet.
Once the spreadsheet is ready, please follow the steps below to import the hierarchy:
- Login to CareMonkey.
2. Go to Settings.
3. Choose Import Hierarchy on the left-hand side menu.
4. Click Choose File and select your spreadsheet. Select the number of levels (not including the top level). Then hit Select Columns.
3. Match columns to your spreadsheet data
4. Press 'Import & Send Request' at the bottom of the page.
Your hierarchy will now be set up and all Administrators will be invited to join the CareMonkey system. Administrators will be provided access at their branch of the hierarchy.