Directory & Org Chart
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      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, 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. 😉

       

      🔥 Tip: Want to save time? Try auto-generating your role chart 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 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. Scroll down to the "Advanced settings" section (and expand it — if applicable).

         

      4. Toggle ON the option to "Share the Role chart with your entire team."

         

      5. Optional: Alternatively, you can hide the role chart from non-Admins in specific groups 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: