Add Shared Roles

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

To add someone to a shared Role, create or select a Role card and click the Shared button in the Role editor panel. Search for and select the names of people who fill that position in the Role editor to sort them into the role, or drag-and-drop them onto the role from the Employees panel on the left.

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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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