Onboarding
General Integrations
The org chart is automatically created as and when users join and select who their direct manager is. If you are an admin, you can modify a user’s direct manager. To do this, click on ‘TEAM/ORG’ in the top menu and then click on ‘Settings’ tab to the right. Click on ‘MANAGE MEMBERS’ and you can modify a user’s direct manager, department, location and role.
To view the org chart click on ‘TEAM/ORG’, click on ‘Members’ tab. You will now view all members in a grid view. To view your organisation’s reporting structure, change from ‘GRID VIEW’ to ‘HIERARCHY’ using the drop down menu on the right. Click on any face to see their top skill, contact info and to visit their profile.
In this video, we show you how to set up the org chart and how to view it.
