Step 1 – select Org Chart on your company dashboard.
Step 2 – Select the + Add.
Step 3 – Add the person's Full Name and Job Title. You can also insert their email to invite them to join the company.
Step 4 – Select Create Position, and you can also insert any additional information you may want (e.g., photo, social links, etc.).
Step 5 – To change the reporting manager of the position, you can either use the Add button on the org chart and type the name of the position (as shown in Screenshot 1), or change the manager selection in the Edit Position modal (as shown in Screenshot 2).
Step 6 – To reorder the position on the org chart, select the three dots on the right-hand side of the position and click Reorder. You can use the arrows on the screen or your keyboard.
