---
title: Role Chart
description: Map out your current and future reporting structure by role.
---

[Skip to content](https://help.trainual.com/en/articles/6584957-role-chart#main-content)

English

Show submenu for translations

![Trainual Logo (White).png\]](https://help.trainual.com/hs-fs/hubfs/Logo/Trainual%20Logo%20(White).png?height=39&name=Trainual%20Logo%20(White).png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations

 👋 Hi! Need help fast? Ask the Bot (bottom right ↘)

- There are no suggestions because the search field is empty.

1. [Help center](https://help.trainual.com/en?hsLang=en)
2. [Users, groups & access for training suite](https://help.trainual.com/en/users-groups-access-for-training-suite?hsLang=en)
3. [Roles, responsibilities & org structure](https://help.trainual.com/en/users-groups-access-for-training-suite?hsLang=en#roles-responsibilities-org-structure)

# Role Chart

## Map out your current and future reporting structure by role.

Your team is small, but mighty (and totally unique). So, when you try to **[build an org chart](https://help.trainual.com/en/articles/5520684-org-chart?hsLang=en)**, it might not always show fully what everyone does and who they report to. Why? Your employees wear a *bunch* of hats and are part of multiple teams.

 

That's why you need a **role chart**: a map of your current (and future) reporting structure by role.

 

When you organize team structure based on roles, you have an up-to-date reference guide as your team grows and changes. Plus, there’s a perfect place for everyone to fit under — no matter how many departments they have their hands in. 😉

 

![](https://help.trainual.com/hs-fs/hubfs/Knowledge%20Base%20Import/juggle-juggling-1.gif?width=200&name=juggle-juggling-1.gif)

🔥 **Tip:** Want to save time? Try **[auto-generating your role chart](https://help.trainual.com/en/articles/7246020-trainual-ai-role-chart?hsLang=en)** in one click with AI.

 

---

 

 To create a role chart:

1. Navigate to the **Org chart page** by clicking "**People"** on your left-hand navigation menu and selecting "**Org chart.**"
   
    
2. Click on the **Roles** **tab** on the top left-hand corner of the screen.
   
    
3. Press the "**Edit chart" button.**
   
    
4. Select the **highest-ranking role** from the dropdown menu (this is likely your CEO or president role).
   
    
5. **Select the role** that each role reports to using the dropdown menus.
   
    
6. *Optional:* Click the "**Create new role(s)"** **button** to build a new one without leaving the role chart page.
   
    
7. Make sure you share the role chart with your whole team through your **[account settings](https://app.trainual.com/settings/account?hsLang=en)** so they can reference it and see each other's profile pictures, bios, responsibilities, and more. 🤩

 

📝 **Please note**: Your changes will **auto-save as you're working**. You can click "**Edit chart**" on the role chart page at any time to make additional changes.

 

---

 

 To share the role chart:

1. **Expand** **the** "**Account**" **options** from the left-hand navigation menu.
   
    
2. Choose "**Settings**."
   
    
3. Navigate to the "**People**" tab.
   
    
4. Turn the toggle for the "**Share the Role chart with your entire team**" option to the **ON** position, then click "**Save**".
   
    
5. *Optional*: Alternatively, **you canhide the role chart** from non-Admins in specific**[groups](https://help.trainual.com/en/articles/8190371-groups?hsLang=en)** by keeping the role chart toggle to ON and selecting groups to exclude from the drop-down.

 

📝 **Please note:** The role chart page is *always* visible to Admins and Billing Admins. It’s *only* visible to the rest of the team when the role chart is published under "Account settings."

 

---

 

 Learn more ways to connect your team:

- **[Build an org chart](https://help.trainual.com/en/articles/5520684-org-chart?hsLang=en)**.
- **[Share your team directory](https://help.trainual.com/en/articles/5547212-directory?hsLang=en)**.
- **[Add a bio](https://help.trainual.com/en/articles/5547212-directory?hsLang=en)**.

- [Training suite foundations](https://help.trainual.com/en/training-suite-foundations?hsLang=en#main-content)

    - [Learning & certifications](https://help.trainual.com/en/training-suite-foundations?hsLang=en#learning-certifications)
    - [Community & resources](https://help.trainual.com/en/training-suite-foundations?hsLang=en#community-resources)
- [Operations suite hub](https://help.trainual.com/en/operations-suite-hub?hsLang=en#main-content)

    - [About operations suite](https://help.trainual.com/en/operations-suite-hub?hsLang=en#about-operations-suite)
    - [Operations toolkit](https://help.trainual.com/en/operations-suite-hub?hsLang=en#operations-toolkit)
- [Performance suite hub](https://help.trainual.com/en/performance-suite-hub?hsLang=en#main-content)

    - [About performance suite](https://help.trainual.com/en/performance-suite-hub?hsLang=en#about-performance-suite)
    - [Performance toolkit](https://help.trainual.com/en/performance-suite-hub?hsLang=en#performance-toolkit)
- [Account & user settings for training suite](https://help.trainual.com/en/account-user-settings-for-training-suite?hsLang=en#main-content)

    - [Account setup & management](https://help.trainual.com/en/account-user-settings-for-training-suite?hsLang=en#account-setup-management)
    - [My profile & preferences](https://help.trainual.com/en/account-user-settings-for-training-suite?hsLang=en#my-profile-preferences)
    - [Notifications & emails](https://help.trainual.com/en/account-user-settings-for-training-suite?hsLang=en#notifications-emails)
- [Users, groups & access for training suite](https://help.trainual.com/en/users-groups-access-for-training-suite?hsLang=en#main-content)

    - [Adding & managing users](https://help.trainual.com/en/users-groups-access-for-training-suite?hsLang=en#adding-managing-users)
    - [Groups & group management](https://help.trainual.com/en/users-groups-access-for-training-suite?hsLang=en#groups-group-management)
    - [Permissions & access control](https://help.trainual.com/en/users-groups-access-for-training-suite?hsLang=en#permissions-access-control)
    - [Roles, responsibilities & org structure](https://help.trainual.com/en/users-groups-access-for-training-suite?hsLang=en#roles-responsibilities-org-structure)
- [Building & structuring training content](https://help.trainual.com/en/building-structuring-training-content?hsLang=en#main-content)

    - [Content builder basics](https://help.trainual.com/en/building-structuring-training-content?hsLang=en#content-builder-basics)
    - [Creating subjects, documents & pages](https://help.trainual.com/en/building-structuring-training-content?hsLang=en#creating-subjects-documents-pages)
    - [Creating tests](https://help.trainual.com/en/building-structuring-training-content?hsLang=en#creating-tests)
    - [Creating other content types](https://help.trainual.com/en/building-structuring-training-content?hsLang=en#creating-other-content-types)
    - [Templates & starter content](https://help.trainual.com/en/building-structuring-training-content?hsLang=en#templates-starter-content)
    - [AI & smart-assist tools](https://help.trainual.com/en/building-structuring-training-content?hsLang=en#ai-smart-assist-tools)
- [Organizing & managing training content](https://help.trainual.com/en/organizing-managing-training-content?hsLang=en#main-content)

    - [Arranging content](https://help.trainual.com/en/organizing-managing-training-content?hsLang=en#arranging-content)
    - [Content settings & requirements](https://help.trainual.com/en/organizing-managing-training-content?hsLang=en#content-settings-requirements)
    - [Content publishing, sharing & visibility](https://help.trainual.com/en/organizing-managing-training-content?hsLang=en#content-publishing-sharing-visibility)
    - [Collaborating on content](https://help.trainual.com/en/organizing-managing-training-content?hsLang=en#collaborating-on-content)
    - [Content updates & cleanup](https://help.trainual.com/en/organizing-managing-training-content?hsLang=en#content-updates-cleanup)
- [Training tools & experience](https://help.trainual.com/en/training-tools-experience?hsLang=en#main-content)

    - [Accessing your training](https://help.trainual.com/en/training-tools-experience?hsLang=en#accessing-your-training)
    - [Encouraging training completions](https://help.trainual.com/en/training-tools-experience?hsLang=en#encouraging-training-completions)
    - [AI help & search](https://help.trainual.com/en/training-tools-experience?hsLang=en#ai-help-search)
- [Enhancing training with media & embeds](https://help.trainual.com/en/enhancing-training-with-media-embeds?hsLang=en#main-content)

    - [Videos & screen recordings](https://help.trainual.com/en/enhancing-training-with-media-embeds?hsLang=en#videos-screen-recordings)
    - [Images, audio & GIFs](https://help.trainual.com/en/enhancing-training-with-media-embeds?hsLang=en#images-audio-gifs)
    - [Content & media from other tools](https://help.trainual.com/en/enhancing-training-with-media-embeds?hsLang=en#content-media-from-other-tools)
    - [Files & forms](https://help.trainual.com/en/enhancing-training-with-media-embeds?hsLang=en#files-forms)
    - [Formatting & links](https://help.trainual.com/en/enhancing-training-with-media-embeds?hsLang=en#formatting-links)
- [Training reports & data](https://help.trainual.com/en/training-reports-data?hsLang=en#main-content)

    - [Monitoring training progress](https://help.trainual.com/en/training-reports-data?hsLang=en#monitoring-training-progress)
    - [Progress & completion data](https://help.trainual.com/en/training-reports-data?hsLang=en#progress-completion-data)
    - [Recovery, history & results](https://help.trainual.com/en/training-reports-data?hsLang=en#recovery-history-results)
- [Troubleshooting](https://help.trainual.com/en/troubleshooting?hsLang=en)
- [Billing & plans for training suite](https://help.trainual.com/en/billing-plans-for-training-suite?hsLang=en#main-content)

    - [Subscription basics](https://help.trainual.com/en/billing-plans-for-training-suite?hsLang=en#subscription-basics)
    - [Modifying your subscription](https://help.trainual.com/en/billing-plans-for-training-suite?hsLang=en#modifying-your-subscription)
- [Integrations](https://help.trainual.com/en/integrations?hsLang=en#main-content)

    - [Automation & workflows](https://help.trainual.com/en/integrations?hsLang=en#automation-workflows)
    - [HRIS & payroll systems](https://help.trainual.com/en/integrations?hsLang=en#hris-payroll-systems)
    - [Team productivity tools](https://help.trainual.com/en/integrations?hsLang=en#team-productivity-tools)
    - [SSO & authentication](https://help.trainual.com/en/integrations?hsLang=en#sso-authentication)
    - [Content, data & developer tools](https://help.trainual.com/en/integrations?hsLang=en#content-data-developer-tools)
- [About Trainual](https://help.trainual.com/en/about-trainual?hsLang=en#main-content)

    - [Evaluating Trainual](https://help.trainual.com/en/about-trainual?hsLang=en#evaluating-trainual)
    - [Industry compliance FAQs](https://help.trainual.com/en/about-trainual?hsLang=en#industry-compliance-faqs)
    - [Partnerships](https://help.trainual.com/en/about-trainual?hsLang=en#partnerships)
    - [Make an inquiry](https://help.trainual.com/en/about-trainual?hsLang=en#make-an-inquiry)

[![Trainual](https://help.trainual.com/hs-fs/hubfs/Logo%20purple%20medium-1.png?width=250&height=70&name=Logo%20purple%20medium-1.png "Trainual")](http://trainual.com)

Trainual.com Help Center

Copyright © 2025, Trainual