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Organization Chart

The Organization Chart provides a visual, hierarchical view of your company's reporting structure. It is automatically generated from the manager relationships set on each user's profile.

Viewing the Org Chart​

Navigate to Admin > Org Chart (or access it from the Users section via the "Org Chart" tab).

Screenshot: Organization chart view

The chart renders as a top-down tree structure:

  • The top-level node is the user (or users) with no manager assigned — typically the CEO or company owner.
  • Branches extend downward showing each manager's direct reports.
  • Each node displays the user's name, job title, department, and avatar.

How the Org Chart Is Built​

The org chart is derived entirely from the manager_id field on each user record:

CEO (no manager)
├── VP Sales (manager = CEO)
│   ├── Sales Manager A (manager = VP Sales)
│   │   ├── Rep 1 (manager = Sales Manager A)
│   │   └── Rep 2 (manager = Sales Manager A)
│   └── Sales Manager B (manager = VP Sales)
│       └── Rep 3 (manager = Sales Manager B)
└── VP Engineering (manager = CEO)
    └── Eng Manager (manager = VP Engineering)
info

To build an accurate org chart, ensure every user has their Manager field set correctly in their user profile. Users without a manager appear as top-level nodes.

Filtering by Department​

Use the Department dropdown filter above the chart to show only the hierarchy within a specific department. This is helpful for large organizations where the full chart is too wide to navigate.

  • Select All Departments to see the complete organization.
  • Select a specific department to zoom into that subtree.

Interacting with the Chart​

  • Click a node to view the user's profile summary (role, department, email, direct reports count).
  • Expand/Collapse branches by clicking the toggle icon on manager nodes.
  • Zoom and Pan — use mouse scroll to zoom and click-drag to pan across large charts.
  • Search — type a name in the search box to highlight and center the chart on that person.

Reporting Line Hierarchy​

The org chart directly represents the reporting line used by the Record Access system. When a role is configured with reporting_line scope:

  • A manager can see all records owned by their direct and indirect reports.
  • This follows the full chain up through the org chart.
warning

Circular manager references (User A reports to User B, who reports to User A) will cause issues with the org chart rendering and reporting line scoping. The system validates against this when setting a manager, but review your hierarchy if you see unexpected behavior.

Printing and Exporting​

  • Print — Click the Print button to generate a printer-friendly version of the current view.
  • Export as Image — Click Export to download the chart as a PNG image, suitable for presentations or HR documentation.
tip

For very large organizations (500+ users), export the chart filtered by department to produce readable diagrams. The full organization export may be too large for a single page.

Maintaining an Accurate Org Chart​

  1. Set managers during onboarding — assign the manager field when creating or inviting users.
  2. Update on transfers — when an employee changes teams or departments, update their manager.
  3. Handle departures — before deactivating a manager, reassign their direct reports to a new manager first.
  4. Periodic review — review the org chart quarterly to catch stale relationships.

Next: Departments — Organize your company into departments and sub-departments.