7.1 Understanding the Organization Chart
The Organization Chart page displays relationships. It can display relationships among managers, employees, and user groups in your business, and it can display other types of relationships that your administrator defines. The display is in the form of an organizational chart. In the chart, each person, group, or other entity is represented in a format that resembles a business card. The business card that is the starting point or orientation point of the organization chart is the root card.
The organization chart is interactive. You can:
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Select and display a type of relationship.
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Set your preferred default type of relationship, such as manager-employee, user group, or another that your administrator supplies.
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Set the default placement of a relationship chart to the left or right of the root card.
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Add up to two levels above the root card to the chart display.
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Make another user the root of the chart.
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Close (contract) or open (expand) a chart below a card.
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Look up a user to display in the chart.
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Display details (Profile page) for a selected user.
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Send user details (in the form of a link) to someone by e-mail.
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Send new e-mail to a selected user or to a manager’s team.
The following figures provide examples of the organization chart from the Dashboard and the User Application.
Figure 7-1 Example of the organization chart in the Dashboard
Figure 7-2 Example of the organization chart in the User Application
