Add Shared Roles

Shared Roles represent positions shared by two people in your Org Chart.

To add people to a Shared Role, click the + button on the card of the person this role will report to and select "Add Direct Report". In the "Who is in this role" box, enter and select the name of the first person who shares the role, then click the + button to the right of their name and repeat the process. Finally, add a title for the role they share under "Role Title".

You can also add a second person to an existing role by clicking "Edit" on the existing role's card and adding an additional person to that card. Shared Roles share both their manager and their direct reports. 



Cards for Shared Roles have their own separate "role title", displayed on the Shared Role card in the Org Chart. Each person in the Shared Role can still have a title of their own (or no title at all) displayed on their Profile page in the Directory.

For now, Shared 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 When you move someone who has direct reports or assistants elsewhere in the org chart into a Shared Role, their former position will be replaced with a placeholder, leaving the direct reports and assistants in place.

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