Org Chart
The Organization Chart is a visual map of your company — departments, the positions inside them, and the people who fill those positions — all on one interactive canvas.
:::info Access The Org Chart is available to Admins (full view and editing) and Executives (view only). Members don't see it. :::
What You See
- Header stats — a quick summary like positions · filled · empty · average fit
- C-Level — a highlighted box at the top for your executives
- Department tree — departments and sub-departments connected by lines
- Teams — shown in the tree with their own style
- Unassigned Users — a section listing people not yet placed in the chart
Department Cards
Each department card shows:
- The department name
- Its manager (or No manager if none is set)
- A headcount indicator — filled and empty position slots
- A small badge if the department contains an admin
Getting Around
The chart is a zoomable canvas:
- Pan — click and drag an empty area
- Zoom — hold Ctrl and scroll, or use the zoom controls at the bottom-left (−, the percentage button to reset, +)
- Fit to view — the chart centers itself when you open it
Click a department card to open its detail panel on the right.
Department Detail Panel
Selecting a department opens a side panel showing:
- The manager and description
- Positions count (filled / total) and sub-departments count
- A positions list — each position, the people assigned to it, and any empty slots
From here (as an admin) you can assign a person to an empty slot or remove someone from a position. Positions, role definitions, and fit analysis are covered in Positions.
Who Can Use the Org Chart
| Role | Access |
|---|---|
| Member | No access |
| Executive | View only (read-only) |
| Admin | Full view and editing (create positions, assign people) |
Tips
- Keep managers assigned — cards clearly show departments missing a manager
- Place people in positions — the headcount indicators make gaps easy to spot
- Use a desktop — the chart needs a wide screen and isn't available on mobile