Add Assistant Roles

To add a person in an Assistant Role to your Org Chart, click the button on the card of the person they assist and choose "Add Assistant". Assistant Roles are shown to the side of the Direct Report line.

 

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One person can assist multiple people. Simply repeat the process for 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. Direct Reports can't be displayed under an Assistant Role in the same way they can be for a Direct Report.

For now, Assistant Roles can only be created manually in Pingboard from the Org Chart page – we'll be adding support for assigning Assistant Roles via CSV import or synced services in the future.

Note Assistant roles cannot have direct reports or assistants of their own. Also, a single assistant role cannot be shared by two people.

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