Add Branches

If your Org Chart needs more than one person at the top or there are multiple companies under your organization's umbrella, adding branches is an easy way to keep everyone organized in the right reporting structure.

Add_Branch.gif

 

  1. On the Org Chart page, click on the Tools menu
  2. Select +Create New Branch to start your new branch, then search for the person you need to place at the top of the branch
  3. Click on a person to place them at the top of the branch, then click Save

Once the branch is created, you can add Direct Reports, Placeholders, and Assistants to it, keeping them separate from the other branches of your Organization.

 

Tip Keep in mind that, unless they're in an Assistant role, each person can only appear in one place on your Org Chart.

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