Plans

ⱱ Forever Free

ⱱ Essentials

ⱱ Scale

ⱱ Enterprise

Why?

Imagine having a central location for not only your content, but also your team structure. Our new org chart feature lets you visually map out your entire organization, fostering:

• Clear Communication: New hires can see who's who, and everyone knows who to contact for what.
• Improved Collaboration: Break down silos by highlighting cross-functional teams and reporting structures.
• Faster Alignment: Get everyone on the same page quickly with a clear visual representation of your team.
  
  

Built for the Speed of SaaS

Because it's within your existing platform, updates to your org chart are a breeze. No need to juggle separate tools or worry about outdated information.

Focus on what matters: getting your team aligned.

 How?

 Navigate to the org chart icon in your workspace.

You can start adding positions by clicking on the plus icon underneath your company name or anywhere else you see the plus icon. Depending on where you click (top-level or underneath) different data will be auto-filled in the slider. 

In the slider, you add all the data linked to a certain position.

• Function title: What is the position called. For example, Customer Support Agent, Marketing Manager, Field Technician,...
• Responsibilities: What are the responsibilities that come with the position? --> add them here.
• Employees: Select the team members that have this position. One or multiple.
• Department: Select or creat a department
• Reports to / Top Level: Who does this person report to or if they are C-level you can choose Top Level. If the position they report to does not show up, you will first have to create that position. 

On the bottom left hand side of the org chart page you can either zoom in, zoom out or fit to screen so have a clear overview of all positions. 

On the bottom right side you can always see where you are located in the bigger scheme of your entire org chart. 

You're not seeing any profile pictures?

You can easily update your own profile picture in your profile settings. You can't do this for other team members but you easily share the underneath steps with them!

1. Navigate to your profile settings via the icon in the bottom left corner.

2. Click on change to select a profile pictuere from your hard drive.

3. Don't forget to save! 

4. You look beautiful ? 

Video

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If you landed on this page while looking for information on documentation and training software you can navigate to our main webpage --> usewhale.io/