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Org Chart

The Org Chart gives you a visual map of your workspace's reporting structure — who reports to whom, what their role is, and their current membership status.


How to access it

Click Org Chart in the left sidebar. The chart loads automatically based on the manager relationships set on each member's profile.


What it shows

Each node in the chart represents a workspace member and displays:

  • Name and photo (if set)
  • Current position / job title
  • Membership status (Active, Invited, Draft, Inactive)

Members are connected by reporting lines based on the manager field set on their profile. The chart is read-only — to change the structure, update the manager assignment on the relevant profile in People.


Collapsed and expanded view

Large organizations can get deep quickly. Use the Collapse all and Expand all controls at the top to manage the view. Individual branches can also be toggled by clicking a node.


Unassigned members

Members without a manager assigned appear in a separate Unassigned section below the main chart. If you're seeing more people there than expected, it means their manager field hasn't been set yet.


Warnings

Admins may see a warnings panel flagging structural issues in the hierarchy:

WarningWhat it means
Multiple rootsMore than one member has no manager — the chart has multiple top-level nodes
Circular chainA reporting chain loops back on itself (e.g. A → B → A)
Self-reportingA member is set as their own manager
Manager outside workspaceA manager assignment points to someone not in the workspace

Warnings don't break the chart — they're informational flags to help you clean up the data.


Setting up the reporting structure

Manager assignments are made from a member's profile:

  1. Go to People and open the member's profile
  2. Find the Manager field
  3. Select the appropriate manager from the workspace member list
  4. Save

The org chart updates immediately.