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, or as a classic top-down tree if you prefer that reading. 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.
• Use the minimap shown in the bottom right corner on desktop, which tells you where you are as soon as the org chart grows past the screen, and click or drag it to move around.
• Right click a role, a member or the background to open the menu of actions available there (see below).

Try it on the example organization below: click a role to zoom into its sub-roles, drag to pan, and scroll to zoom.

Right click menu

A right click opens the actions available where you clicked, without leaving the org chart:

• On a role, the actions of its panel: edit it, move it into another role, duplicate it, export it, turn it into a base role or separate it from one, and archive it. Moving and duplicating open a form where you pick the target role.
• On a member, remove them from the role you clicked them in.
• On the background, the org chart options: shortcuts, base roles, vacant roles, history and sharing. Each one opens in a panel next to the org chart.

Each menu only lists what your governance mode and your rights allow.

Views

The org chart offers three views, each of which can be folded around the selected role and shown with or without the members. You can set the default view in the organization settings, and switch views at any time using the view selector.

View	Description
Circles	Shows every role nested inside its parent. The size of each role depends on the number of sub-roles and members it contains.
Hierarchical tree	Shows every role as a top-down org chart, each role in a card linked to its parent role, with the members who fill it.
Photo directory	Shows every member of the organization at a glance, without the roles.

Folding a view

The Folded option, in the view selector, applies to the Circles and Hierarchical tree views. It shows only the selected role, its parent roles and their direct roles, all at the same size, instead of the whole organization. On a large organization, this is what keeps the chart comfortable to read. In the Hierarchical tree, a folded role shows its representatives, and you discover its members by opening it.

Showing members

The Show members option, in the view selector, is on by default: each role lists the members who fill it. Turn it off to read the structure alone. Members then leave the org chart and reserve no room for themselves: the roles tighten up accordingly. This setting applies to the Circles and Hierarchical tree views, and carries over to the image export.

Hierarchical tree

The Hierarchical tree view presents the same structure as the top-down org chart most organizations are used to. Each role sits in a card linked to its parent role, and members appear inside the card of the role they fill.

Every interaction stays the same as in the circles view: click a role to open it, drag and drop to move a role or a member, zoom and pan freely.

Sharing (link and embed)

Sharing publishes a public page of your org chart, readable by anyone with the link, with no Rolebase account needed. Organization admins open it from the settings button above the org chart, or from the right click menu on the background, then turn on Enable sharing.

The panel separates two decisions. Under Publishing settings, the public page carries the names and purposes of the roles, and Publish members adds the members with their names and photos only. That setting is stored on the organization and applies to all your links; everything else stays private.

Under Link settings, you choose the view the page opens on, whether visitors can zoom and pan, and whether the background stays transparent to blend into your own site. These settings are part of the address, so you can create several links with different settings. The panel gives you a link to share and an iframe code to embed the org chart in a page of your website.

Turning Enable sharing off takes the public page down right away.

Next Steps

• Understand roles and how they form the organizational structure
• Add members and assign them to roles