How to Assign and Unassign Team Members on the Org Chart in Ninety
After creating a structure for your departments, teams, and Seats, you'll want to start assigning team members. Owners, Admins, Managers, and Coaches can assign and unassign users. Users should regularly review the roles and responsibilities for their Seat and discuss any discrepancies with their manager.
Assigning a user to a Seat
To assign a user from your Directory to a Seat:
Click Org Chart from the left navigation.
Click Edit Chart at the top right of the page.
Click the profile icon on the Seat's card.
Click the user's name from the popup.
Changes are saved automatically.
To find the Seat you're assigning someone to, you may need to click the down arrows to expand departments and teams, or use the search bar.
Note: Any user in the Directory can be assigned to a Seat, including Inactive users. Account activation is not required.
Unassigning a user
To unassign a user from a Seat:
Click Org Chart from the left navigation.
Click Edit Chart at the top right of the page.
Hover over the user's profile image and click the x.
To unassign all users from a Seat:
Click Org Chart from the left navigation.
Click Edit Chart at the top right of the page.
Click the pencil icon to open a Seat's details panel.
Click the trash can icon to remove all assigned users from the Seat.
Click Save.
To document several team members who share the same roles in one Seat, see Documenting Multiple Team Members Who Share the Same Seat.