Read and publish the org chart

The Org Chart draws your team as a tree from the reporting lines in your workspace directory.

Explore the chart

1. Open Org Chart.
2. Use Search team member to find someone.
3. Zoom with Zoom In, Zoom Out and Reset Zoom.
4. Use Collapse team or Expand team on a person to hide or show their reports.
5. Click a person to open their Member Details, which shows their job title, department, skills, who they Report To and their direct reports.

If you do not have a manager set, the page says so. If nobody reports to you, you see "No direct reports".

Edit someone's details

If you are allowed to edit, choose Edit profile in the member panel and update:

• Job Title
• Department
• Reports To (Manager), or None (Top-level / Executive)
• Location
• Skills (comma-separated)
• A short description of their role

Choose Save Changes. The chart updates. Use Refresh at the top if a new colleague is missing, to pull members from the workspace directory.

Note: You cannot make someone report to a person who already reports to them. The chart is a tree, and a loop is refused.

Publish a public chart (optional)

By default the chart is private to signed-in members. To share it:

1. Choose Publish & Privacy.
2. Turn on Public Org Chart Enabled. Anyone on the internet can then view the chart, and it can be found in the public directory of organisation charts.
3. Set the Public URL Slug, Company Name, Industry, Short Tagline and Website URL.
4. Under Customize What Goes Public, choose whether to Show Email Addresses, Show Phone Numbers, Show Direct Report Counts and Show Employee Bios. Use Exclude Specific Departments to hide whole teams.
5. Choose Preview Public Chart to check what visitors will see, then Save Settings.

To make it private again, turn the public setting off.

Tips

• Keep emails and phone numbers hidden on the public chart unless you really want customers to see them.
• Preview before you publish, every time.
• Update reporting lines when people move teams so approvals reach the right manager.

Common problems

• "No team members found." Add colleagues in the workspace admin first, then Refresh.
• The chart looks too wide. Collapse some teams and zoom out.
• I cannot edit. Editing needs the right permissions. Ask your administrator.