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.




If an Assistant assists multiple people on your chart, simply repeat the process to add that person as an Assistant 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.

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 underneath them.

Still need help? Let us know.

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