Shared Roles display positions shared by up to two people on your Org Chart.

To add someone to a Shared Role:

  1. Select an already populated Role on your chart.
  2. Navigate to the Build panel on the right side of the screen and find the "Share this role with" drop-down.
  3. Search and Select the name of the person you're looking for to add them to the Role Card. 

For now, Shared Roles can only be created manually in Pingboard from the Org Chart page.

Tip: Since cards for Shared Roles on the Org Chart have their own separate Role Title, individual Job Titles for people in that role won't be shown on the card. Individual Job Titles for people in shared roles will still be displayed on their Profiles in the Directory and in the Profile tab on the Org Chart.
Note: When you move someone who has Direct Reports or Assistants elsewhere in the org chart into a Shared Role, their former position will be abandoned as an Open Role, leaving the Direct Reports and Assistants in place.

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