Instead of adding divisions one at a time, you can paste in a whole structure at once with Bulk add.

Note: Applies to: admins with access to Set up > Permission Groups.

Opening the Permission Group #

1. Click the spanner (Set up) at the bottom left, then Permission Groups.

2. Click the permission group you want to add to (for example Divisions).

Adding the Divisions #

1. Click the three dots (⋮) at the top right, then Bulk add….

2. The Bulk Add box shows an example of the format.

3. Enter one division per line, as its full path from the top of the tree, with a forward slash (/) between levels and no spaces around the slashes. For example: – Company – Company/UK – Company/UK/Finance
4. Click OK.

A Complete message confirms the structure has been created, and the new divisions appear in the tree, ready to assign to users and records.

Critical: Don’t enter the same division path more than once.

Tip: To start from your current structure, export it first. See Exporting Divisions.

Related Articles #

• Creating & Adding Divisions
• Moving Divisions (Restructuring)