Add Departments without Leaders

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If your Org Chart includes some Departments that aren't assigned to specific leadership, or if you have managers who oversee multiple Departments, follow these instructions to create Departments without leaders on your Org Chart:

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  1. Click Edit to enter edit mode on the Org Chart
  2. Hover over any Manager and click the Add (+) button on the bottom of their card
  3. Select Department to create a new Department beneath them – by default, an Open Role will be created to populate the Department
  4. Use the editor on the right side of the screen to enter the Department's title and select a color

Now that you've created your new Department, it's time to sort people into it:

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  1. Hover over the card of anyone who belongs in the Department you've created, click More (...) and select Reorder
  2. Use the drag-and-drop editor to drag members into their associated Department – keep in mind that people in the Department still need to report to the same Manager that the Department is under
  3. Click Save to save your changes
  4. If you need to remove the Open Role that was created when you first build the Department, click More (...) on the empty card and select Remove Role

Tip After your Department is created, you can always add more Role cards under it. Hover over the Department name, click More (...) and select Add Role to add a Role directly to the Departement. The manager above the Department card will be listed as the new person's manager.

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