Many organizations have people who wear multiple hats depending on the project, and you can represent those types of workers on your chart by allowing Multiple Roles. Open the chart you need to activate Multiple Roles on, then select Options > Allow Multiple Roles.
To add people to multiple roles when this feature is active:
- Assign a primary role:
- Drag and drop an individual from the Employees tab on the left side of the page and onto their manager's card.
- Assign secondary roles:
- Drag and drop an empty Role card beneath the secondary role's manager.
- Select the empty Role card, then search for and choose the employee the role belongs to in the "Select a person" menu on the right side of the page.
- Choose Copy here to add the individual to the Role card in a secondary role.
If you need to see which roles are primary and which are secondary, the details panel for a selected role card highlights primary roles.
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