How to Edit Your Org Structure

To add Departments, Regions, Offices, and/or Teams, go to “Settings,” then click on “Org Chart” under the “Users” column.

To add a Region (a Region must exist prior to adding an Office), click on the “Region” option at the top of the page.

Click “Add New” in the upper right hand corner. A pop up box will appear. 

Give the Region a name in the “Org Name” section, then click on the bubble to the right of “Sales,” indicating this Region will be housed in the Sales Department (please note, if you have multiple Departments, multiple options will appear; click the most applicable). Click “Save.” 

Next, to add an office, click “Offices” in the upper banner to the right of “Regions.” 

Click “Add New” in the upper right hand corner. A pop up box will appear. 

Give the Office a name in the “Org Name” section, then click on the bubble to the right of “Region,” indicating this Office will be housed in that Region (please note, if you have multiple Regions, multiple options will appear; click the most applicable). Click “Save.” 

Once the Office has been created, you may add users to the new office. Click “Users” within the left hand menu.

Click the name of the profile you wish to apply to the new office.

Click “Org Assignments” at the top of the profile box.

Click the pencil icon to the far right. 

Within the pop up that appears on your screen, click the downward arrow next to Department, and again for Region to populate the Office. Click the check mark box next to Office and click “Save” after the checkmark appears within the box.

Once saved, the new Office will be applied. If you do not see the changes applied on the app, please log out and log back in to push the changes through. 

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