Org Chart
The Organization Chart is a visual map of your company on one interactive canvas: your executives, your departments and teams, the positions inside them, and the people who fill those positions.
Use it to see your structure at a glance — who reports where, which departments have a manager, and which position slots are still empty.
:::info Access The Org Chart is available to Admins (full view and editing) and Executives (view only). Members don't see it at all. :::
Opening the Org Chart
| Your role | Where to find it |
|---|---|
| Admin | Left sidebar → Organization → Org Chart |
| Executive | Left sidebar → Org Chart |
| Member | Not available |
:::caution Desktop only The Org Chart needs a wide screen. On a phone or a very narrow browser window, the page shows a message that Organization Chart requires a wider view. Open it on a desktop or widen your window. :::
What You See
Header
At the top of the page you get the page title and a one-line summary of your structure:
{N} positions · {N} filled · {N} empty
If people assigned to positions have a fit score recorded, the line also ends with · {N}% avg. fit.
Two buttons sit on the right:
| Button | Who sees it | What it does |
|---|---|---|
| Position | Admins only | Opens the New Position form so you can add a position to a department |
| Refresh | Everyone with access | Reloads the chart with the latest data (the icon spins while it loads) |
C-Level box
The C-LEVEL box sits at the top of the chart and is highlighted in amber. It appears only if your organization has executives.
Each executive card shows:
- Their avatar and name
- Their title — this is the title of the position they're assigned to. If they have no assigned position, the card falls back to Head of {Department}, or simply Executive
- A small department pill, if they belong to a department
Only people with the Executive role and an Active status appear in the C-Level box. See Users for roles and statuses.
Department tree
Below the C-Level box, your departments and sub-departments are drawn as connected cards.
Each department card shows:
| Element | What it means |
|---|---|
| Icon | A folder icon for a department; a people icon for a Team (teams also get a lighter card style) |
| Name | The department or team name |
| Manager | Manager: {name}, or No manager in italics if nobody is assigned |
| Headcount indicator | Filled (●, green) and empty (○, grey) dots — one per position slot. When a department has a lot of slots, this switches to a compact {filled}/{total} pill instead |
| Member count | If the department has no positions at all, you see a people icon with the number of members instead of dots |
| Shield badge | A purple shield appears when the department contains at least one Admin |
:::tip Spotting gaps quickly Departments with no positions yet are shown dimmed. Together with the No manager label and the empty dots, this makes it easy to see where your structure still needs work. :::
If you have no departments yet, the canvas shows No departments found — Create departments to build your organization chart. Start in Departments.
Unassigned Users
Below the tree, an Unassigned Users ({N}) section lists everyone who isn't placed in a position yet. It only appears when there is at least one such person.
Each person appears as a chip with their avatar, name and email. A purple shield next to the name means that person is an Admin.
Getting Around the Canvas
The chart sits on a canvas you can move and zoom.
| Action | How |
|---|---|
| Pan | Click and drag any empty area of the canvas |
| Zoom | Hold Ctrl and scroll |
| Zoom in / out | Use the + and − buttons in the zoom controls at the bottom-left |
| Reset / fit to view | Click the percentage button between − and + |
When you open the page, the chart automatically fits itself into view and centres.
Double-clicking the canvas doesn't zoom, and right-click doesn't pan — use Ctrl + scroll or the bottom-left zoom controls instead.
Click any department card to select it and open its detail panel on the right.
Department Detail Panel
The panel on the right side of the page shows everything about the selected department.
- It starts collapsed, and expands automatically when you select a department.
- It remembers whether you left it collapsed or expanded.
- You can resize it by dragging the handle on its left edge — make it wider when a department has a deep position tree.
Collapsed, the panel is a narrow strip of icon buttons with tooltips: the manager, positions ({filled}/{total}), and the number of sub-departments.
Expanded, it shows:
| Section | Contents |
|---|---|
| Header | The department name and its description |
| MANAGER | The manager's avatar, name and email — or No manager assigned |
| Stats | Positions ({filled}/{total}) and Sub-depts (count) |
| Positions | The department's positions as a nested tree, with the people in them |
The positions tree
Each position row shows a briefcase icon and the position title. A small green document icon next to the title means that position already has a Role Definition Card.
Under each position you'll find:
- Assigned people — avatar and name. If a fit analysis has been run for that person, a small colour-coded fit pill appears next to their name: green for a strong match, amber for a partial match, red for a weak one. The higher the score, the closer the person matches the role.
- Empty slots — a dashed + circle labelled Empty, one for each unfilled slot in the position's headcount.
If a department has no positions yet, the panel shows No positions added yet.
Clicking a position title opens its Role Definition Card, and clicking an assigned person opens their Person Card. Both are covered in Positions.
Admin Actions
Executives see the same chart but read-only — none of the controls below appear for them.
Add a position
Click Position at the top right to open the New Position form. If a department is already selected on the chart, it's pre-filled for you. See Positions for the full field list.
Assign someone to a position
- Open a department's detail panel.
- Find a position with an Empty slot and click that slot.
- The Assign User window opens, with the position title shown underneath.
- Type in the Search users... box to filter people by name or email.
- Click the person you want. You'll see a User assigned to position confirmation and the chart updates.
People already assigned to that position don't appear in the search results.
Remove someone from a position
Hover over an assigned person in the positions tree and click the X. You'll be asked to confirm — Remove "{name}" from this position? — and then see a {name} removed from position confirmation.
Removing someone from a position doesn't remove them from your organization. They simply move back to the Unassigned Users list.
Edit or delete a position
Hover over a position in the tree to reveal two icons:
| Icon | Action |
|---|---|
| Pencil | Edit position — change the name, parent position, or headcount |
| Trash | Delete position — asks you to confirm first |
Deleting a position that has people in it unassigns them; it doesn't remove them from your organization. Full details are in Positions.
Who Can Use the Org Chart
| Role | Access |
|---|---|
| Member | No access |
| Executive | View only — the full chart, but no editing controls |
| Admin | Full view and editing: create, edit and delete positions, assign and remove people |
Tips
- Assign a manager to every department. Cards show No manager in plain sight, so gaps are easy to find and fix in Departments.
- Watch the empty dots. Grey dots and the {filled}/{total} pill are the fastest way to spot open headcount.
- Clear the Unassigned Users list. Anyone sitting there has no place in the chart yet.
- Fill in Role Definition Cards. The green document icon tells you at a glance which positions are defined and which aren't — and a role card is what makes fit analysis possible.
- Use Refresh after big changes. If a colleague has just added departments or users, Refresh pulls the latest picture.
Related Pages
- Departments — create departments and teams, set managers, working hours
- Positions — create positions, Role Definition Cards, Person Cards and fit analysis
- Users — invite people, set roles, departments and teams