Defining organizational relationships

After you've set up the org chart, users will see a graphical representation of a user's place in the org chart, including their manager and coworkers, on a user's profile page.

Fastpath:
  • Admin Console > People > Org Chart
  • Advanced Admin Console > People > Management > Org Chart

To add organizational relationships

  1. Go to the configuration page:
    • Admin Console > People > Org Chart
    • Advanced Admin Console > People > Management > Org Chart
  2. Under Create a user relationship, enter the team leader and the team member usernames.
    You can type the usernames or browse and search a list of users to add users.
  3. Click Add to add the relationship.

The relationship is added immediately and appears under View relationships. You can select how many items should on the page in Items per page — 15, 30, or 50. Additionally, you can filter the list to display only the relationships that include a particular user by entering the username in the Filter by Username box and clicking Filter.

Besides that, the relationships of a particular user are displayed on the Org Chart on the user profile page.

To remove organizational relationships

  1. Go to the configuration page:
    • Admin Console > People > Org Chart
    • Advanced Admin Console > People > Management > Org Chart
  2. Under View relationships, find the relationships of by the username of one the user.

    You can filter the list to display only the relationships that include a particular user by entering the username in the Filter by Username box and clicking Filter.

  3. To break a relationship, click Retire next to the relationship.

The relationship is removed immediately from the View relationships list. Besides that, it is removed for both affected users on the Org Chart on the user profile page.