Add Shared Roles

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

To add someone to a shared Role, create or select a Role card and click the Shared button on the Role editor panel. Search for and select the names of the people who fill that position in the Role editor to sort them into the role, or drag-and-drop them into the position 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 – we'll be adding support for assigning Shared Roles via CSV import or synced services in the future.

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 profile pages in the Directory.

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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