Assistant roles appear in-between a manager and their Direct Reports, displayed off to the side to show their proximity to the people they assist without giving the impression that they report at a higher level than the manager's Direct Reports.

To add a person in an Assistant Role to your Org Chart:

  1. Select the Assistant element from the Build menu on the right side of the page and drag it onto the card of the person they assist.
  2. Choose and drag a person from the Employees menu onto the new Assistant role (or search for and select the person who belongs in that role using the Role Editor on the right side of the screen).

If an Assistant works with multiple people on your chart, repeat the process to connect them to each person they assist.

Keep in mind that while a person can appear on the Org Chart in an Assistant Role in multiple places, they can still only have a Direct Report relationship with a single person. Searching the Org Chart for someone in an Assistant Role will point to their Direct Report relationship first.

For now, Assistant Roles can only be created manually in Pingboard from the Org Chart page and cannot be imported or synced.

Note: Assistant roles cannot have Direct Reports or Assistants of their own underneath them.

Still need help? Let us know.