Instead of creating your organization's structure, we can import the reporting hierarchy, but you should discuss this option with your Client Success Specialist. We'll provide you with an Excel Spreadsheet that has more required fields than the Users spreadsheet.
Before importing your organization, follow the instructions in the Import accounts notification setting. Turn this setting on before importing to automatically send imported users an email with their username and a link to set a password.
Click the link below to download the PDF instructions that explain how to fill out the required information. We'll use the information you provide to import the users and reporting hierarchy into CompetencyCore.