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Manage the OrgChart

The following security privileges control access to the Manage the OrgChart (IDG) module:

  • Product administrators with the ”Manage the OrgChart” administrative privilege can update the OrgChart and view the OrgChart structure.

  • Product administrators with the ”Start Org building rounds” administrative privilege can initiate OrgChart-building rounds and invite managers to update their list of subordinates.

The Manage the OrgChart (IDG) module allows product administrators to:

  • Identify managers and their subordinates

    An Org Manager administrator could simply identify the top-level manager, then initiate an OrgChart building round whereby managers identify their own subordinates. In other cases, product administrators could build parts or all of the OrgChart, then initiate the process to have managers verify the information.

  • Identify users who no longer report to a certain manager

  • Transfer users from one manager to another

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See: