How-To Guides

How to Use the Org Chart

Last updated 28 May 2026

How to Use the Org Chart

The org chart gives you a visual overview of your team's reporting structure.

Viewing the org chart

  1. Go to Org Chart in the left sidebar
  2. All active team members are arranged by manager and department head relationships
  3. Badges show: department name, Head (amber), and role

Updating reporting lines (Admin only)

  1. Drag the connection handle from one person's node to another's to update who they report to
  2. A cycle check prevents circular reporting chains

User Directory

For a searchable card grid of all team members, go to Directory in the sidebar. Filter by name, email, or department (includes sub-departments).