Levels, positions and the Org Chart

Set up your company's levels

Every company is structured differently, so the levels are yours to name and order — as many or as few as you need. Admins (and anyone with Org Structure at Edit) manage them in the Levels box on Organization → Org Chart.

1. Starting from nothing? Press Start with a common setup. It adds Upper management, Lower management, Supervisor, Foreman and Worker as ordinary levels you can rename, reorder or delete afterwards.
2. Or type a name and press Add level. New levels go at the bottom.
3. Grab a level by its grip and drag it above or below another to put them in order, top of the chart first. With the keyboard, the up and down arrow keys on the grip move it one place. The pencil renames one.
4. The bin deletes a level. Positions that were in it become "Level not set" until you give them another — nothing else changes.

Set a position's level

1. Organization → Positions, and pick the position on the left.
2. Under its name, choose one of your company's levels. If your company has none yet, there's a link to set them up on the Org Chart instead.
3. Press Save changes (it counts what you've changed, e.g. Save 2 changes). The level saves with any permission changes you made on the same screen, in one go. The button sits above the tabs and again below them while anything is unsaved; Discard throws the changes away.

How the Org Chart is built

• Organization → Org Chart. Everyone active sits in the band for their position's level, in your company's order. Each band gets its own colour.
• Inside a band, people are grouped "under" their supervisor. Someone whose supervisor is in the same band shows "reports to" on their card instead.
• Click anyone to open their profile. Change who they report to there, and the chart follows.
• People whose position has no level, or who have no position yet, sit in a "Level not set" band at the bottom so nobody goes missing.
• Download PDF gives the same bands, built from the same data as the screen.

Move people on the Org Chart

1. Admins only. Drag a person onto the person they'll report to, or onto the box of people already under them. Drop on the bar at the foot of the screen to report to nobody. Drop on a position listed under a level (or on the level itself, which asks which) to change their position.
2. Moves wait on the screen, marked in yellow, until you press Save all at the bottom; Discard puts everything back. Saving makes the same change their profile does, so it shows on the admin profile and on the person's own profile.
3. Tap a person to change who they report to or their position, with no dragging, then Apply.
4. On a phone, hold a card for a moment, then drag; a swipe still scrolls.
5. Somebody can't end up above their own supervisor — that move is refused with the names, the same as on a profile.