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!

To share your org chart:

  1. Click the three dots on the bottom left of your screen

  2. Select Account Info

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

  4. Scroll down and click Save Changes

That's it! 🎉

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:

Quick Wins: Set up your People & Org Chart

Don't mention it. 😉

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