Add hierarchical relationships between entities

Define hierarchical relationships between entities (Global → Regional → Country-level) using Upstream and Downstream options. Adding an hierarchy creates a clear organizational structure.

Before you begin

Role required: sn_privacy.admin

Procedure

1. Navigate to Workspaces > Privacy Workspace > List.
2. Under Scoping, select Entities.
3. Select the entity you want to configure.
4. In the entity record, navigate to the Hierarchy tab.
5. To add a parent entity, select Add under Upstream entities.

   An upstream entity represents higher-level entity in the hierarchy. For example, for a Regional entity, the upstream entity is the Global entity.

6. To add a child entity, select Add under Downstream entities.

   A downstream entity represents a lower-level entity contained within the current entity.

7. Select Save.