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Org Chart

The Org Chart displays the reporting hierarchy of all employees in the organization through a tree diagram. This structure is useful in the following scenarios:

  • Displaying records related to subordinates when filtering by user in views

  • Granting access permissions to users for records related to their subordinates

  • Used in workflow nodes such as Approval / Send Internal Notification / Fill In

1. Admin Operations​

Accessing the Org Chart​

On PC, organization admins can click their avatar and go to [Org Admin] > [User] > [Org Chart]

1. Add Top-Level Executives​

If this is your first time setting up the reporting structure, start by adding one or more top-level leaders (not necessarily unique). After setup, you can notify all members to add their subordinates.

Click the [+ Add Subordinate] button next to the organization name.
In some companies (e.g., partnerships), partners may not follow a superior-subordinate structure. In such cases, you may add multiple top-level leaders.

2. Manage a Specific Member​

You can perform the following actions on an individual employee:

  • Add Subordinates
  • Replace Member in the Current Node
  • Remove Member
  1. Each member can have only one superior, but multiple subordinates.
  2. Removing a member only removes their reporting relationship with their superior; their relationships with subordinates remain intact; the member and their subordinates will no longer appear in the reporting tree. Once re-added, their previous subordinates will also reappear in the hierarchy.

3. Configure View or Management Permissions​

  • Allow employees to self-manage subordinates:
    If checked, members can add their own subordinates; otherwise, they can only view them.

  • Everyone can view org chart:
    If checked, members can view the entire organization’s structure.
    If unchecked, they can only see their direct superior and subordinates.

2. Adding Subordinates as a Regular User​

Non-admin users can navigate to [Manage My Account] > [My Org] > [My Org Chart] to add their subordinates (cannot assign or modify their own superior).