Though initially added during your onboarding process, Participating Organizations can be added at any time by a Super Administrator (or Global Administrator when microsites are enabled). 


For common questions about this process, jump to the FAQs section.


Here's How to Add an Entry:

1. Click the Admin tab.

2. Click the Configure Platform button on the right side of the screen.

Logged in view of Administrator. 1. Administration tab. Directly below, 2. Configure Platform button selected.

3. Scroll down to the Participating Organization Hierarchy section.

4. Click Add a Level to My Hierarchy.

3. Administrator view of Participating Organization Hierarchy section. 4. Add a Level to My Hierarchy button.

5. If the new entry should be listed under a current entry, then select the existing level from the drop-down.

6. Type in the new entry in the Subsequent Level Name field.

6. OR, if the new entry does not fit under a current entry (e.g., new college or school), then don't select anything from the drop-down and only enter the name of the new entry in the Subsequent Level Name field.

7. Click Save.

Modal: Add an Organization Level. 5. Dropdown field with "Select Level". 6. Subsequent Level Name. 7. Save button.

FAQs for Editing Hierarchy after Initial Upload 


In the blank under Subsequent Level Name, are you asking for a generic descriptor of the next level like "College") or the name of a specific unit at that level, such as "College of Business"?
  • The system is asking for a specific unit at that level, not a generic descriptor of the organizational level.

Do I need to save the Colleges level (or College of XYZ at that level), then go back to add Departments under it?

  • Yes, you need to save a higher level (e.g. Colleges of XYZ) first before being able to add the lower levels (e.g. Departments) to that higher level.

Do I need to add every department name within a particular college during a single operation in order to create a continuous, alphabetized list?

  • No, the list will be alphabetized automatically as you add departments.

How do I delete entries I don’t want?

  • Super Admins cannot delete entries and should contact support@inforeadycorp.com to delete the entries. However, Super Admins can edit entries, meaning that you could re-purpose an entry that is redundant or incorrect. 
  • Entries that are deleted will show up as blank in the system's user interface, but they are still stored in the database and will export in reports.

Is there a way to move entries within the hierarchy?

  • No, there is not a way to move entries within the hierarchy. Our development team has determined that moving (like deleting) entries could pose issues to data fidelity.
Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.