Managing Org Chart Permissions
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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
- Click the name of your organization at the bottom left of the page.
- Select Organization Settings.
- Click the Advanced tab.
- Scroll down to the Settings area.
- Click Edit Org Chart: Permissions.
- Adjust permissions as needed by entering a user's name (Always select an individual user, not a team).
Important:
- Org Chart permissions are managed at an organizational level. If a user is removed from the Org Chart permissions, they will lose access to the entire Org Chart.
- View access allows users to see the Org Chart but not make changes.
- View + Edit access allows full control over modifications.
- Only Admins can add, remove, or modify the Org Chart structure.
- Only Supervisors can be added to the Org Chart permissions, as they have access to Manage Organization.
- For more details on permissions and user roles, please refer to Account Permissions.