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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.