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When a template is selected from the list, a predefined schema will appear on the Organization Chart that you can customize based on your needs. Using a template will also replace your existing organizational schema, meaning that you will lose your existing schema with the previous definitions after saving the changes you made so this section should be used cautiously.

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Organization Schema

After picking selecting a template, you will see a predefined organizational schema as in the image below. You can use one of these templates as a starting point to build your own organizational schema by adding new elements and deleting the ones you don't need.

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Others column at the left side are useful for creating new the positions and users to employ in your organizational schema later but you can also create them from the organization unit and position edit tools menus.

You can drag and drop any item into the Organization Chart panel to link them with the existing items. For example, . you can drag and drop a position into an organization unit and a user into a position.

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