Managing Org Chart Permissions

In Bloom Growth, managing your organizational structure is simple with the Org Chart feature. However, understanding and controlling permissions is key to maintaining data integrity and efficient collaboration.

Org Chart Permissions Overview

Org Chart permissions are primarily managed by Administrators and selected Supervisors in the organization.

• Admins have full control over the Org Chart. They can add, edit, and remove boxes and users as needed.
• Supervisors can be granted edit access, allowing them to manage and modify the entire Org Chart if included in the Org Chart permissions.
• Only Supervisors can be added to the Org Chart permissions, as they have access to the Manage Organization section.

Accessing Org Chart Permissions

In the Better Bloom Version:

1. Click the name of your organization at the bottom left of the page.
2. Select Organization Settings.
3. Click the Advanced tab.
4. Scroll down to the Settings area.
5. Click Edit Org Chart: Permissions.
6. Adjust permissions as needed by entering a user's name (Always select an individual user, not a team).

In the Legacy Version:

1. Click the drop-down menu by your name/icon at the top right.
2. Select Manage Organization.
3. Click the Advanced tab.
4. Scroll down to Settings.
5. Click Edit Org Chart: Permissions.
6. Adjust the permissions as needed.