Guide Workspace & security

Org Chart

Map who reports to whom on your team, so approvals can route to a person's manager automatically and everyone can see the reporting structure.

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Admin
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The Org Chart view renders your workspace's reporting hierarchy, showing which team members have a manager and which don't. Administrators use it to record who reports to whom, so approvals can route to a person's manager and everyone can see the structure. It's available on all tiers. You'll need the teammates you want to link already in the workspace.

Who this is for: admin.

Assign a manager to a team member

When a team member has no manager recorded, there's no reporting line for approvals to follow and the person shows up in the Org Chart as unassigned. Setting a manager fills in that link so the hierarchy reflects your actual reporting structure.

  1. Sign in as an Administrator.

  2. Open the manager selector for the team member you're assigning — the example uses Manager for Noor Haddad — and pick the teammate who manages them (Sam Porter in the example screenshots).

    Step 2
    Step 2

The selector now shows the manager you chose — Sam Porter in the example.