What is the Organizational Chart?  

Org chart is beneficial because:

• It gives managers the ability to understand their team dependencies and structure across departments.
  
• Everyone in the company can view how the organization is shaped.
• Admins get a centralized and dynamic chart so they won't need separate org tools.
  

How to view the Org Chat

1. Go to the people's page, and click the profile picture of someone for whom you'd like to view the Org Chart.
   
2. In their profile page, click   in the top-right corner. The user's position in the Org Chart will be shown.
   
   

The chart will open with the selected person as the center of focus. From there, you can explore their team, their reporting line, or zoom out to see how the entire organization hierarchy branches.

1. Click the user profile for whom you want to add reportee.
2. In the extending menu on the right, click the three dots icon.
3. In the dropdown, click Add Reportees.
   
   

1. Click the user profile for whom you want to add reportee.
2. In the extending menu on the right, click the three dots icon.
3. In the dropdown, click Manage Reporting To.
   
   
   
   

4. In the pop-up, add whom this person should report to.
   
   

How to add someone to the Org Chart  

1. Go to the user's profile you'd like to add to the org chart.
   
2. Click the ellipsis icon (...) in the top-right corner.
   
   
   
   
3. Select Reporting To from the dropdown.
4. From the pop-up, select the person this user will have to report to.
   
   
   
   

5. Click Save.
   

Info: Once you're done, the Org Chart icon will be automatically added to the user's profile. Clicking it will show the user's position in the Org Chart.

Alternatively,

To assign or update someone’s reporting person:

1. Go to the People page from the right menu.

2. Click the Users tab and click the three dots icon near their name tile.
   
   
   
   

3. From the dropdown, select Reporting To.

4. Search and add a Reporting to person.

5. Click Save.

Note: The unassigned users will be added to the top hierarchy line automatically.

What will happen to unassigned users?

1. New network users
   

2. Users who haven’t been assigned a reporting manager or have had one removed
   

These users will appear in the first column of the Org Chart, alongside top-level members.

How to import an org chart

• Create a .csv file containing the reporting to and reportee details in the following pattern.
  
  

To import a chart,

1. Go to the org chart page.

2. Click Import Chart in the top-right corner.
   
   
   
   

3. In the pop-up, click Browse and upload the file.
   
   

If you have any questions related to viewing organization chart in Zoho Connect, please write to us at support@zohoconnect.com. We're happy to help!