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Assign Names to Roles on the Organization (Structure) Chart
Assign Names to Roles on the Organization (Structure) Chart

Instructions for assigning names to roles on the organizational chart (structure)

Dan Sargeant avatar
Written by Dan Sargeant
Updated over a week ago

Assigning names to roles on the company organization chart is a great way to add clarity and structure to the chart. There is not a way to assign names directly into the organization chart. Instead, roles are assigned through Team Management.

  • Click the 'waffle' icon in the top right corner of the screen and select Account

  • Select Team Management. This screen will list the current users along with their Security Roles (user permissions), email address and the date they last logged in. From here you can add a new user and assign them to a role, or you can assign current users to roles.

Add a New User and Assign them to a Role

  • Click Add New in the top right

  • A new screen will appear. Fill in the information for the new user including

    • First Name

    • Last Name

    • Time Zone

    • Email Address

    • Editing Role - This is the permission level for the user.

    • Responsibilities - This is where you select the roles that the user will be assigned to. The chosen responsibilities will be marked on the organization chart.

    • Add a Message

  • Click Add User to save your changes.

Note: Adding new users may increase the monthly subscription cost of your account, depending on your plan.

Assign Current Users to Roles on the Organization Chart

  • Click on the user's name in the Team Management screen

  • A new box will open that shows the user's details

  • Assign roles to the user by clicking the desired roles in the Responsibilities box

  • Click Update Details to save your changes

Editing the roles of current users will not change the cost of your monthly subscription account.

Viewing Assigned Roles

Once users have been assigned to roles they will appear in the organization chart. Roles that have names assigned to them will show a person icon on them. Hover over this icon to view the name of the user assigned to the role.

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