⚠️ Prerequisite: Access to the organisation directory requires the "View Organisation page" and "Edit organisations" permissions.
🔓 Change the environment level
- Go to Account > Organizations.
- At the top right of the page, click Edit to display the account structure.
- In the “Scoping by environment” section, choose a new environment level from the dropdown list (if you have multiple organizational levels).
💡 Immediate impacts
1. Journeys & employees
Journeys and employees remain attached to the lowest organization. The scope extends downwards and upwards depending on the environment level.
2. Templates & resources
The environment is now at the top level 👉 templates and resources will move up to the parent level.
- For example, if the environment was at the higher level “Country” and you select the lower level “Cities” as the new environment level. Cities “Paris” and “Lyon” will gain access to the templates and resources that the country “France” previously had.
The environment is now at the lower level 👉 templates and resources will be shared with the relevant children.
- For example, if the environment was at the lower level “Country” and you select the higher level “Continent” as the new environment level. The continent “Europe” will have access to the templates and resources that the countries “France” and “Germany” previously had.
3. Employee guide, manager guide, welcome message, Moments of truth:
The environment is now at the top level 👉 There will be no customization for guides, moments of truth, and welcome messages in the new environments.
- For example, if a page in the employee guide is set up in the “Germany” country environment and I move the environment level up to the higher level “Continent.” The “Europe” continent will not have a page in the guide.
The environment is now at the lower level 👉 Guides, moments of truth, and welcome messages from the current environments will be duplicated to all child environments.
- For example, if a page in the employee guide is set up in the “Country” environment and I move the environment level to the lower level “Cities,” the cities “Paris” and ‘Lyon’ will have the same pages in the guide as the country “France” previously had.
4. Account customization
The environment is now at the top level 👉 There will be no customization on the new environments (banners, logo, color).
The environment is now at the lower level 👉 customization will be duplicated to all child environments.