Article Overview
This article covers how to set up and manage your Org Chart.
TIP: Keep in mind that in order for a user to be assigned to an area, they will need to be assigned to an office or team within the org chart.
Part 1: Create Department
This part will walk you through how to add a Department. This step is required to completely set up your Org Chart.
- Go to "Settings," then click on "Org Chart" under the Users column.
- We typically refer to department as your company. So go ahead and name the department your company name.
- Click "Save."
Part 2: Create Regions
This part will walk you through how to add a Region. This step is required to completely set up your Org Chart.
Note: To add a Region (a Region must exist prior to adding an Office).
- Click on the "Region" option at the top of the page.
- You can either edit the already existing region name by clicking the "pencil icon", or click "new" at the top right-hand side.
- Give the Region a name in the "Org Name" section. Regions often translate to the state(s) you are based out of.
- Click on the bubble to the right of "Sales," indicating this Region will be housed in the designated department.
- (Please note, if you have multiple Departments, multiple options will appear; click the most applicable).
- Click "Save."
Part 3: Create Offices
This part will walk you through how to add an office. This step is required to completely set up your Org Chart.
- Next, to add an office, click "Offices" in the upper banner to the right of "Regions."
- You can either edit the already existing office name by clicking the "pencil icon" or click new at the top right-hand side.
- Give the Office a name in the "Org Name" section.
- In most instances, offices reflect the cities within the Region.
- Click on the bubble to the right of "Region," indicating this Office will be housed in that Region. (Please note, if you have multiple Regions, multiple options will appear; click the most applicable).
- Click "Save."
Part 4: Create Teams
This section will cover how to add a team under an office. This step is optional.
- Next, to add a team, click "Teams" in the upper banner to the right of "Office."
- Click "Add New" in the upper right-hand corner. A pop-up box will appear.
- Give the Team a name in the "Org Name" section.
- Click on the bubble to the right of "Office," indicating this Team will be housed in that Office. (Please note, if you have multiple Offices, multiple options will appear; click the most applicable).
- Click "Save."
Part 5: Assign Users to an Org
Now that you have your org chart set up, we can assign users to an office or team. This section covers how to do that.
- Click "Users" within the left-hand menu.
- Click the name of the profile you wish to apply to the new office or team.
- Click "Org Assignments" at the top of the profile box.
- Click the pencil icon to the far right.
- Within the pop-up that appears on your screen, click the downward arrow next to Department, and again for Region to populate the Office. Click the check mark box next to Office and click "Save" after the check mark appears within the box.
- Once saved, the new Office will be applied. If you do not see the changes applied to the app, please log out and log back in to push the changes through.