Org Chart Permissions

  1. Click the drop-down by your name/icon
  2. Click Manage Organization
  3. Click the Advanced tab at the top
  4. Scroll down to the Settings area
  5. Click the Edit Org Chart: Permission drop-down
  6. Adjust the permissions as needed
  • Use the text entry box to input a user's name
  • Always choose a user and not the team from the drop-down options

Important

  • The permissions are designed by default, if you hit the trash can icon next to the members they won't have access to view the AC. 
  • The view gives viewing access only to the Org Chart. 
  • View + Edit gives full access to make changes to the Org Chart.
  • Only Admins in the organization can add boxes, make changes, and/or remove boxes and users. 
  • Only Supervisors can be added to the Org Permissions since they can access the Manage Organization section. Please see Account Permissions.
  • The Supervisor(s) added to the Org Chart permissions can manage/edit the entire AC. 
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