Org Chart
Visualize and navigate your organizational structure with the interactive org chart.
Overview
The interactive org chart is the primary way to visualize your organizational structure. It displays roles as nested containers, where a role that contains sub-roles represents a team or department. You can:
- Click a role to zoom in and see its sub-roles.
- Drag to pan around the org chart.
- Scroll to zoom in and out.
- Switch between views using the view selector.
Views
The org chart offers four different views. You can set the default view in the organization settings, and switch between views at any time using the view selector.
| View | Description |
|---|---|
| All Roles | Shows the full hierarchy of all roles and sub-roles. The size of each role depends on the number of sub-roles and members it contains. |
| Holarchy | Displays the sub-roles of the selected role at the same size, with the members who represent them. |
| Operational | Displays all roles at the same level, mixed, with the members who represent them. |
| Members only | Displays the organization from a member-centric perspective. |
Navigation
Regardless of the default view, users can always switch between views and click into any role to explore its contents.
Next Steps
- Understand roles and how they form the organizational structure
- Add members and assign them to roles