Maintain Hierarchy Levels

Table displays the current order of available levels, from most dominant level (displaying in the top table row) to most subordinate level (displaying in the bottom table row).

The order in which levels appear in this table determines which hierarchy levels are available to include when setting up a reporting or compensation structure using a hierarchy template. (For more information, see Add Hierarchy Templates.)

To move a level up or down in the Ordered Levels table, click and hold the left mouse button to select the level, drag the mouse to move the level to the desired position in the table, and then release the mouse button. The level will be reordered to become dominant to levels below and subordinate to levels above in new hierarchy templates.

To remove a level from the Ordered Levels table, click and hold the left mouse button to select the level, drag the mouse to move the level to the Additional Producer Type Codes table, and then release the mouse button.

The value in [brackets] opposite Ordered Levels name displays the code representing the agreement type that is associated permanently with the level.

If the <Select an Agreement Type> dropdown menu displays instead of a value in [brackets], select the name of an agreement type to associate with the Ordered Level.

Until a parent/child agreement hierarchy is established that is governed by a hierarchy template that uses an Ordered Level, you may modify the agreement type associated with the Ordered Level. Afterward, the agreement type is locked permanently to the Ordered Level, and all parent/child agreement hierarchies created governed by the hierarchy template will be automatically given the associated agreement type.

Table displays producer roles not currently in or assignable to ordered levels when setting up a reporting or compensation structure using a hierarchy template. (For more information, see Add Hierarchy Templates.)

Roles displaying in this section are used for Additional Producers on agreements. When setting up an agreement to include a producer that is not necessarily a part of an agreement hierarchy, you may assign an individual or firm producer to one of these "unordered" roles. (For more information, see Maintain Additional Producers.)

To configure an unordered producer role displaying in the Additional Producer Type Codes section to become an ordered level in an agreement hierarchy, click and hold the left mouse button to select it, drag the mouse to move the role to the desired position in the Ordered Levels table, and then release the mouse button. The producer role at its new level will become dominant to levels below and subordinate to levels above in compensation or reporting agreement governed by a selected hierarchy template. (For more information, see Assign New Levels to Hierarchy Templates.)

• Revert Changes: Click to undo changes made to hierarchy levels.
• Save Changes: Click to commit changes made to hierarchy levels and open the Assign New Levels to Hierarchy Templates page, where you can assign producer roles in their ordered levels to one or multiple hierarchy templates.