The Org Chart is a live document. All the changes will be automatically saved. Please back up your information by Generating a Printout before you make any changes.
Functions and roles can be copied by using the "Clone node from the Org Chart" button, located at the bottom of the boxes.
Multiple users can be added to a single box.
Only Admins in the organization can add/remove boxes and update the Org Chart.
Adding Functions and Roles to your Org Chart
Add a function to a box
Click Org Chart in the top menu bar (or People if the People Tools are enabled, followed by clicking Org Chart).
Click into a box.
In the right-side panel, type a position title into the Function section.
Remove a function from a box
Click Org Chart in the top menu bar (or People if the People Tools are enabled, followed by clicking Org Chart).
Click into a box.
In the right-side panel, delete the function text. Note that removing the function title does not remove the roles. Each box along with its function and roles is unique to it.
Adding a role to a box
Click Org Chart in the top menu bar (or People if the People Tools are enabled, followed by clicking Org Chart).
Click into a box.
In the right-side panel, use the plus button to add a role.
Remove a role from a box
Click Org Chart in the top menu bar (or People if the People Tools are enabled, followed by clicking Org Chart).
Click into a box.
In the right-side panel, use the xto remove a role.
Copy functions and roles
Click Org Chart in the top menu bar (or People if the People Tools are enabled, followed by clicking Org Chart).
Click into a box.
Click the "Clone node from the Org Chart" button at the bottom of the box.
A new box with the exact functions and roles will be added to the right-hand side of the box.
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