Add Branches for Extra Leadership

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 a great way to keep everyone organized in the right reporting structure.




  1. Drag and drop a Role Card or Employee from the Build menu to the right or left of the topmost position on your Org Chart – a blue line will appear to show you where the role will be positioned.
  2. Drag an employee from the Employees menu onto the new role card.

Once the branch is created, you can add Direct Reports, Departments, 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 unless you have Multiple Roles activated.

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