Learn how to organize your people!
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...
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To create an org chart:
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Navigate to People on your left-hand navigation menu.
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Click Org chart.
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Select "Build people chart."
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From the slide-out panel, select the "highest ranking executive."
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📝 Please note: This section is required to create an org chart. There can only be one highest-ranking executive at a time.
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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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🔥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:
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Navigate to People.
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Select Org chart.
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Click "Edit chart."
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Simply make your desired changes in the slide-out panel, and your changes will be automatically saved!
To export an org chart:
Grab a downloadable copy of your org chart by hitting the "Download chart" arrow and choosing between a .pdf file or .png image from the drop-down menu.
That download will be saved to your computer through your browser. 📥
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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!
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Expand the Account options from the left-hand navigation menu.
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Choose Settings.
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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:
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Expand the Account options from the left-hand navigation menu.
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Choose Settings.
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Navigate to the "People" tab.
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Under "Restrict groups from accessing Org chart," use the drop-down menu to select the groups you wish to restrict.
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After making your desired changes, click "Save"
📨 Have additional questions? Contact Trainual support!
🌻 SEOs: Hierarchy, Organigram, Organogram, Rank, Ranking, Reports, Manage, Ladder, Chain of Command, Employee Structure, Team Flow