Organization Chart

Overview

The Organization Chart depicts your organizational structure on an interactive canvas: who belongs to the organization, how responsibilities are grouped, and who reports to whom. Auditors regularly ask for a current organization chart; maintained here, it stays linked to the people it describes and can be exported as a PDF report at any time.

Viewing the chart

Everyone in the organization can view the chart:

• Pan and zoom: drag or scroll the canvas; the controls in the bottom-left corner zoom in, zoom out, or fit the whole chart into view.
• Fullscreen: the fullscreen mode is useful for presenting, for example in an audit conversation.
• The chart also appears as a card on the dashboard, and Reports → Organization Chart exports it as a PDF document with all placed people and reporting lines.

Editing the chart

Editing requires permission to manage people (owners and administrators). Select Edit Chart to unlock the canvas: a dot grid appears and elements snap to it while you drag. Your changes stay local until you select Save (a small dot on the button signals unsaved changes); Cancel discards them and restores the last saved chart.

Adding elements

Open the add menu by right-clicking anywhere on the canvas, by selecting Add in the toolbar at the bottom, or by pressing a or /. From the menu you can:

• Add a person: search the active members of your organization under Team and select one to place them. Each member can be placed only once; people already on the chart appear under On chart, and selecting them jumps to their card instead.
• Add an external person: type a name that doesn't match a member and select Add … as external person. Use this for people outside the application, such as an external data protection officer or a contractor. External cards show a dashed border and an External tag.
• Insert a label: free text for headings and annotations, for example a department name or a legend.
• Insert a group: a resizable dashed container to visually group related people, for example a team or department. Groups sit behind the other elements.

Job titles

Person and external cards carry a job title below the name. Fill it in while editing; on the saved chart, a card without a job title is highlighted with a warning border, since an unnamed role is a gap in the picture the chart is supposed to give.

Reporting lines

Drag from one of the four connection points on the edge of a card to another card to draw a reporting line. Lines run at right angles with rounded corners and can start or end on any side of a card. To remove elements:

• Right-click a line and select Delete connection, or select it and press Delete/Backspace.
• Right-click a card and select Remove from chart (people) or Delete (labels and groups). Removing a person from the chart never changes their membership; it only takes them off the drawing.

Auto-format

Auto-format (in the bottom toolbar) arranges the chart automatically: people are laid out level by level along their reporting lines, and the view re-frames the result. Use it to tidy up after larger changes; you can still adjust positions manually afterwards.

Kept in sync with People

Person cards stay linked to the underlying members of the People list:

• When someone leaves the organization, their card and its connections are removed from the chart automatically.
• When a member is deactivated, their card appears dimmed until they're reactivated.