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J. J. Keller Support Center

Flat Company: Add or Remove Level

A "flat" structure in Encompass contains one, overarching company, and may have additional reporting levels. This article will walk through how to add and remove levels from your account.

 

Add a Reporting Level

Go to Settings > Company Level Listing.

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Click Add Level underneath your Company. 

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Fill in as much information as possible. Save when finished.

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Your newly added level will now display in the list.

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Remove a Reporting Level

To remove a reporting level, simply click the trash can button next to the title of the level. Note: This is a permanent removal.

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Confirm the deletion.

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