Manage business levels with the organization chart

• Navigate to Settings > Org Chart.

The Organization chart shows the employee levels, a way to group the employees. On the screen, you can visualize the levels and resources for each level.

Manage levels

• Select the Action button (three dots) at the far right of the level’s row.
• Inside each level, you will have multiple levels you can manage through the Action button (three dots).

Actions available in Level 1

• Add new Level 1.
• You can Edit (Rename) or Delete level 1s as needed.

Actions available in Level 2 & 3

• Add new Levels by selecting the superior levels they correspond to and assigning a name to them.
• You can Edit levels by renaming them and reassigning them to different superior levels.
• You can Delete levels as needed.