Need a way to organize your people into a visual and easy-to-reference chart? Create an organizational chart with the people in your Trainual account so team members can see who reports to who! It'll have everyone saying...


To create an org chart:

  1. Navigate to People on your left-hand navigation menu.

  2. Click Org Chart.

  3. Select "Edit Chart."

  4. From the slide-out panel, select the Highest Ranking Executive.

    1. πŸ“ Note: This section is required to create an org chart. There can only be one highest-ranking executive at a time.

  5. You can choose who each team member reports to, and you are all set.
    **Changes to your org chart are automatically saved!

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πŸ”₯Tip: You can collapse and expand people in your org chart by hovering over their name and clicking the arrow.


To edit an org chart:

  1. Navigate to People.

  2. Select Org Chart.

  3. Click "Edit Chart."

  4. Simply make your desired changes in the slide-out panel, and your changes will be automatically saved!


To export an org chart:

  • Right now, you won't be able to export your org chart to PDF (please don't worry, this is coming soon). You can submit this as a feature request to our support team via the chat bubble to your right or email us at support@trainual.com.

  • For the time being, you can take a screenshot of your existing org chart and save it to your desktop.


To share an org chart:

If you're hoping to make the org chart available to everyone in your account, you can now do this with the simple click of a button!

  1. Click your Profile Icon on the top right of your screen.

  2. Select Account Settings.

  3. Under Advanced Settings, turn on the button next to "Share the Org Chart with your entire team." Your changes will automatically save.

That's it! πŸŽ‰ Everyone in your account, regardless of permission level, will now be able to view the org chart under People > Org Chart.

If you need help getting your org chart set up, check out this recorded Quick Wins session:

πŸ‘‰ Quick Wins: Set up your People & Org Chart


Restrict roles from accessing org chart:

  1. Navigate to Account Settings.

  2. Scroll down to the Advanced Settings section.

  3. Under "Restrict Roles from accessing Org Chart," use the dropdown menu to select the roles you wish to restrict.

  4. After making your desired changes, click "Save!"

🌻 SEOs: Hierarchy, Organigram, Organogram, Rank, Ranking, Reports, Manage, Ladder, Chain of Command, Employee Structure, Team Flow

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