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Organization Hierarchy

Users with roles in either Data Mapping & Risk Manager or PrivacyCentral can access the Organization Hierarchy via the navigation panel.

  • By PrivacyCentral (1) > Settings (2) > My Organization Info (3)
  • By Admin (1) > Organization Hierarchy (2)

Setting Up the Organization Hierarchy

  1. Create a Primary Entity. Users with an Organization Hierarchy Admin role can create and edit the Primary Entity. To create a Primary Entity, follow the steps from the Creating Primary Entity section below.
  2. Next, add entity units by clicking either the (+) icon on the left side panel (1) or any (+) icon on the Organization Hierarchy (2). Add them based on your desired hierarchical structure (either Company Affiliate, Business Units, or Departments).
  3. After clicking the (+) icon, the Setup Organization Entity panel appears on the right allowing you to fill in the basic details about the organization entity. You may autofill the form with the Parent entity’s information using the Autofill button (1) , or select an entity from the drop-down menu (2). Then, select the preferred organization unit type you want to create (Department, Business Unit, or Company Affiliate) (3).
    NOTE: Depending on which (+) icon was selected, the newly created entity will either appear in the Existing Organization Units column on the left side panel, or it will be added directly to the organization hierarchy.
  4. After the entity is created, you can now add users by clicking the person icon on the entity card.

This will open the Edit Users modal where you can add (1) and delete (2) users.

NOTES: 

  • Users added to entity units will have access to the units to which they were added.
  • For entities added to the hierarchy, you may rename each Tier by clicking the Edit icon.
  • You can use the search bar at the top of the Organization Hierarchy page to look for the entity name or employee name. If there are multiple entities with similar names, select the appropriate entity from the options in the search bar drop-down list.

On the same page, you can also do the following:

  • Collapse and expand all entities. 
  • Update the existing entity records or add users to specific entities with permission settings by clicking Import.

NOTE: Only comma-separated values (CSV) files are supported and must not exceed 10 MB in size. You may click and download the sample template to review the format requirements.

  • Export in-use or all records that have been added from the Organization Hierarchy.
     

Creating a Primary Entity

To fully utilize PrivacyCentral’s capabilities and gain continuous insights throughout your privacy journey, including how to identify and manage your privacy priorities and operations, you must first create your company profile from the Organization Hierarchy.

  1. To begin, click the (+) icon on the Organization Hierarchy page to display the Setup Organization Entity panel.
  2. Supply basic information about your company (e.g., location of your headquarter/s, industry sectors, company type, number of employees, who are your customers, and who do you process data about). Refer to the figure below for the required fields (marked with an asterisk [*]) and other optional fields. 
  3. Then, click the Save button at the bottom of the panel. The system analyzes the information you provided and directs you to the Applicable Standards page.