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Edit the org chart

How to make changes to your org chart.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

There are a couple of ways you can amend your org chart to reorganize who directly reports to who.

  • You can edit who an employee's direct manager is from within Org Chart settings

  • You can drag and drop employees to correct positions in your Org Chart

Org chart settings

The easiest way to make changes to your org chart is within settings:

  1. Click your name in the top right-hand corner, then click Settings.

  2. On the General settings menu, click Employee data.

  3. Click Org Chart.

  4. To change an employee's direct manager, click the pencil icon ✏️.

  5. Click the drop-down arrow and select the direct manager from the employee list.

  6. Click Save.

Drag and drop employees

You can also rearrange the order of your org chart by dragging someone's profile to the relevant position. When you drop it onto another person's profile, the dropped employee becomes their subordinate and shows to directly report to the other employee.

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