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 an easy way to keep everyone organized in the right reporting structure.

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  1. Click View to enter Edit Mode
  2. Select the Add (+) button to the right or left of the top card on your chart, then click Role
  3. Drag and drop a person from the Employees panel on the left to populate the Role

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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