Setting up a team hierarchy
Cortex’s hierarchy feature allows users to organize teams to reflect the actual hierarchy at your organization. Hierarchies can be created manually during the team import/creation process or can be imported via an integration with an identity provider.
When you access the Teams catalog, your organization’s hierarchy will automatically display under the All tab.
Children teams will be nested under parent teams, which you can define when you create a team. In the above example, Cortex and Sales are parent teams, while Marketing and Solution Architects are children teams.
A team can be defined as the parent of one or more teams while also being the child of another team. In the above example, Sales is the child of the Cortex team and the parent of several other teams.
Creating and editing hierarchies
You can create a hierarchy when you create teams — the workflow includes a section where you can add parents and children.
Simply select teams from the dropdown menu to assign them as parents or children for the team you’re creating.
You can also edit your hierarchy at any time by selecting Configure Team from a team’s page. Open the Children tab from the sidebar and select teams from the dropdown to add children.
Every team has the ability to add children — how you structure this will depend on what makes the most sense for reporting at your organization.
You can also add children by defining them in the entity descriptor — navigate to the team's YAML page from the sidebar to make changes.
No matter what makes the most sense for your organization, Cortex offers flexible ways to structure your teams, so that you can gain as much insight as possible from your reports.