To create your hierarchy structure, linking different organisations together in an organised structure you'll need your hierarchy spreadsheet.

Sample hierarchy:

Access the Import Hierarchy tool at Tools/Organisation Settings/Import Hierarchy

  1. Select your spreadsheet
  2. Select number of levels (not including the top level)

3. Match columns to your spreadsheet data

4. Press 'Import & Send Request'.

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. 

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