.. _navigating-the-hierarchy:

Navigate the hierarchy
------------------------

.. _18.1-Patch-Bundle-3|EKB-684:
.. _19.1.1|EKB-1254:
.. _24.2|EKB-18397:



Overview
..........

The Automate Admin Portal allows you to navigate to a particular hierarchy level and to 
set the context for various actions in the system at that level via the **Organization Selection** toolbar 
button, or to view a list of hierarchy nodes at your currently selected hierarchy in a list view.

.. note:: 

   If you have the new dashboards and menus set up for your user profile, introduced in Automate 25.1, use 
   the Action search to navigate the GUI. See :ref:`use-action-search-to-navigate-automate` and :ref:`default-and-custom-menus`.


.. image:: /src/images/hierarchy-org-selection.png 


Hierarchy tree view
......................

To open a tree view of the entire hierarchy, click the toolbar **Organization Selection** button. 

Nodes in the hierarchy tree are sorted alphabetically, and are displayed with their hierarchy type, either 
Provider, Reseller, Customer, or Site. 

When opening the tree view, the initial state reflects the currently selected hierarchy, including its sibling and 
child nodes, with any intermediate and site nodes for that hierarchy expanded, allowing you to easily switch 
to a different site. 

In the hierarchy tree view:  

* Choose a hierarchy node to set the system hierarchy to that node 
* Click **Entire Tree** to expand all hierarchy nodes in the tree 
* Click **Current Tree** to expand the currently selected hierarchy node.
* Click **Expand Customers** to also expand intermediate nodes and site nodes within each customer in the tree 
* The **Expand Resellers** button changes to **Expand Providers** if the hierarchy tree contains no *Reseller* nodes

.. image:: /src/images/hierarchy-tree.png


Switching to a different site 
..................................... 

When you're working on a task at a specific site and want to switch to a different site, 
clicking the **Organization Selection** button opens the tree view with the list of 
sites expanded for the currently selected customer, allowing you to choose another site for the feature 
you're working with without having to go back to the previous level in the hierarchy.  



Hierarchy list view links
..........................

For list views, the **Located At** column indicates the hierarchy level to which an object belongs.

The hierarchy level name and type shows as the column hierarchy link, for example
``Overton (Customer)``.

All the entries in the list that the logged in user's hierarchy rules allows for,
will show as hyperlinks. This also applies to list views of search results.
Clicking on the hierarchy link sets the hierarchy to the selected hierarchy in the breadcrumb, and filters 
items in the list view for that hierarchy. 


|located-at-column|


.. note::

   In the event that another admin user, working on another browser, deletes 
   a hierarchy, for example, a customer or site, the hierarchy bar refreshes once you refresh the 
   browser. 


.. |located-at-column| image:: /src/images/located-at-column.png