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:
Navigate to People on your left-hand navigation menu.
Click Org chart.
Select "Build people chart."
From the slide-out panel, select the "highest ranking executive."
📝 Please note: This section is required to create an org chart. There can only be one highest-ranking executive at a time.
You can choose who each team member reports to, and you are all set.
**Changes to your org chart are automatically saved!
🔥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:
Navigate to People.
Select Org chart.
Click "Edit chart."
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 product team via email at ideas@trainual.com.
For the time being, you can take a screenshot of your existing org chart and save it to your desktop.
If you are using Mac, you can see exactly how to do this in the article here: Take a screenshot on your Mac.
If you are using Windows, you can see exactly how to do this here: Take a screenshot on Windows.
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!
Expand the Account options from the left-hand navigation menu.
Choose Settings.
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! 🎉 Everyone in your account, regardless of permission level, will now be able to view the org chart under People > Org Chart.
Restrict roles from accessing the org chart:
Expand the Account options from the left-hand navigation menu.
Choose Settings.
Scroll down to the Advanced settings section.
Under "Restrict groups from accessing Org chart," use the drop-down menu to select the groups you wish to restrict.
After making your desired changes, click "Save groups"
📨 Have additional questions? Contact Trainual support!
🌻 SEOs: Hierarchy, Organigram, Organogram, Rank, Ranking, Reports, Manage, Ladder, Chain of Command, Employee Structure, Team Flow