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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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Organization Unit
Organizational Units give a hierarchical structure, and when properly designed can ease administration. You can only create one root organization unit that representing your company and parenting all the departments below. Clicking one of the organization units will bring up an edit tools menu as shown below. You can use this menu to add new child units below, add positions to it, edit its properties, set it disabled or delete it.
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Position is a role definition which one or more users can be assigned to. You can use a position under multiple organization units. The white icon beside a position name indicates that it is the manager of its department. Clicking one of the positions will bring up an edit tools menu as shown below. You can use this menu to add new users to a position, edit its properties, set it disabled or delete it.
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Properties below can only be changed from the Others column at the left side of the screen. Click one of the positions and then click on the edit button to change these properties.
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You can create a user with Add New User button on the Others column or from the edit tools menu of a position. Clicking
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Clicking one of the users will bring up an edit tools menu as shown below. You can use this menu to edit user properties, set it disabled or delete it.
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You can search for any item appearing on the Organization Schema using the search bar. Typing the full name or some of the letters of it a position or a name will highlight the related items on the chart.
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