Build your org map

Add people, draw reporting lines, and map the tools, policies, assets and providers your organization uses.

Team planManager or Admin

The org map shows who’s who in your organization and how they’re arranged, along with the tools, policies, assets and providers you rely on. Everyone in your organization can view it. Managers and Admins build it.

The Org Map People tab: Olivia Grant, Operations Director, at the top, with lines down to four people who report to her and, below them, their own reports. Each card shows a name, a job title and a role. Samuel Whitaker sits apart at the top right — The People tab: one card per person, with lines showing who reports to whom.

Add people

Click Org Map in the sidebar.
Click + Add, then People.

+ Add is at the top right of the map.
Search for colleagues by name or email, select everyone you want on the map, and click Add members.

Each person appears as a card with their name, job title and role. Their name and job title come from their profile, so people can keep them up to date themselves. See Set up your organization.

Draw reporting lines

Drag from the dot at the bottom of a manager’s card to the top of the card of someone who reports to them. Then click Save at the top right.

To remove a line, click it, then click Delete connection on it.

Click Auto-layout to arrange everyone into a tree that follows your lines.

Set who someone reports to

The lines on the map are how the chart is drawn. Separately, each person’s profile has a Reports to field, which decides who can see their performance reviews. Admins set it:

Click the person’s card. Their Member profile opens on the right.

Click anyone on the map to see their profile.
Click Edit profile fields.
Choose their manager under Reports to, then click Save.

Only Admins can change Reports to and Department.

Managers can edit the other profile fields, such as location, phone and working hours. A person’s job title, start date and responsibility are theirs to change, in Settings›Account.

Add tools, policies, assets and providers

The tabs above the map (Tool, Policy, Asset and Provider) each hold one kind of thing your organization uses:

Tool: software and systems, with who owns each one.
Policy: your policies, with a review cycle, the policy text, and a PDF of it if you have one.
Asset: equipment and other physical things, with receipts, photos, warranties, and cleaning and maintenance dates.
Provider: suppliers and vendors, with contacts, contracts and renewal dates.

To add one, click + Add and choose what to add. Fill in the form. Only the name is required. Then click the Add button at the bottom.

The Add a tool window: Name Inventory tracker, Category Operations, Status Active, URL, Owner and Description fields, and the Add tool button highlighted — Items with the same category are grouped together on their tab.

By location: when your people work in more than one place, use All locations at the top left of the People tab to show one location.
Export: click Export, then Export as PNG or Export as PDF. Anyone who can see the map can export it.

Saving

Adding someone or something, moving a card, or removing a line saves straight away. Drawing a new line doesn’t: click Save when you’ve finished. A dot on the Save button means you have unsaved changes.

Remove someone from the map

Click their card, then Remove from chart at the bottom of their profile, and confirm. This only takes them off the map. To remove someone from your organization, see Remove a member.

If your plan changes

If your organization leaves the Team plan, the org map stays and everyone can still view it, but nobody can change it. See What happens when a plan or trial ends.