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OrgChart Help Guide

Co-Head Example

Audience

Audience: Administrators

Overview

OrgChart administrators have the option to create Co-Head charts when their organization has more than one chief executive officer. The following article provides step-by-step instructions on how to create a co-head chart.

Creating a Co-Head Chart

  1. Log in to OrgChart.

  2. Click on the Mode Switcher icon in the Top Toolbar, and then select the Setup option. The Setup panel is displayed.

    Setup_ChartSettings_Select.png

  3. Click on the Chart Settings tile. The Source panel is displayed.

  4. Scroll to the bottom of the Source panel, and then check the Create Co-Head Chart checkbox (under the Top Box heading).

    5_2_1_SelectCoHeadChart.png

  5. Click on the 5_2_Plus_zoomed.png icon to the right of the Co-Head option. A search bar appears.

    5_2_1_CoheadSearch.png

  6. Search and select the names of the Top Box employees.

    Note

    Note: Administrators can select up to 4 employees to display at the top of the org chart.

  7. Click Refresh. The Co-Head chart below is created.

    5_2_CoHeadChart.png