The org chart, departments and heads

The Org chart shows your company as boxes: the company at the top, its departments underneath, and the departments inside them. Each box shows who runs it and how many people are in it. Open it from People → Org chart in the left menu; the page is headed Company structure.

Departments are the same thing as the teams under Settings → Team, so a department added here appears there too, and the other way round.

Find your way around the chart

• Drag the background to move around, and use the mouse wheel or the - and + buttons at the bottom left to zoom.
• Find me jumps to your own department, which is marked Your department.
• Type in Find a department or person at the top. Boxes that do not match fade out.
• Click the bar at the bottom of a box (for example 2 departments) to fold or unfold the departments under it.
• Switch between the chart and a plain list with the two buttons next to the title.

Click a box to see it in the panel on the right: its Supervisors (the head), its Employees, Total employees across it and the departments under it, and the access roles given to it. The company box at the top lists people who are not in any department yet.

Everyone can look at the org chart. Only owners and admins can change it.

Add a department

1. Click the box the new department belongs under, or the company box for a top-level one.
2. Click Add at the top. You can also click the + under a box, or Sub-department in the panel on the right.
3. Type the Name, for example Sales or Accounts.
4. Choose a Head (optional).
5. Click Create.

Choose who runs a department

1. Click the department's box.
2. In the panel on the right, under Supervisors, click Set head (or Change if it already has one).
3. Pick the person.

To take the head away, click Change and then Remove the current head. You can also hover over someone under Employees, click the three dots and choose Make head.

A department's head matters elsewhere in the CRM. For example, work reports go to the head of the person's department, and Guardian reminders and some automations reach a person's manager or their department's head.

Put people in departments

Each person has one main department and can belong to more.

• To add someone, click the department, then Add next to Employees, and pick the person.
• Hover over a person under Employees and click the three dots for more:
  • Also add to another department… keeps them here and adds them there too.
  • Move main department to… changes their main department.
  • Remove from this department.

Rename, move or delete a department

Click the three dots on a box, or use the buttons in the panel on the right:

• Rename or Edit: change the name and the Colour of the box.
• Move under…: put the department under another one.
• Delete: people in it are left without that department, and the departments under it move up a level.

Who reports to whom

The org chart is about departments. A person's own manager is set on their profile, under Reports to. See Set up your team's profiles.