How to Create and Manage Draft Org Charts in Ninety
Owners, Admins, and Managers can create additional draft Org Charts beyond the primary chart. Our users create additional charts to:
Plan for future Seats.
Reorganize team, department, and company structure.
Creating a new draft Org Chart
To create a new draft chart:
Click Org Chart from the left navigation.
Click the Drafts tab.
Click Create New near the top right of the screen.
Create a title.
(Optional) Describe how this chart differs from the primary chart.
(Optional) Share the draft with other users.
Click Create on the bottom left of the Create New Chart pop-up.
Draft charts save automatically as you make changes. When you're done editing, click Back to Charts to return to the previous page.
Making a copy of your primary Org Chart
To make a copy of your primary Org Chart as a draft:
Click Org Chart from the left navigation.
Click the ellipsis on the far right of the screen.
Click Duplicate as draft.
Editing your draft charts
To edit one of your draft charts:
Click Org Chart from the left navigation.
Click the Drafts tab.
Click on the chart you wish to edit.
Edit as normal.
Sharing a draft chart
To share a draft chart with other team members:
Click the ellipsis on the chart's row in the My Charts list.
Click Edit Details from the dropdown.
Click the Choose teammates dropdown in the details card.
Select the desired team members from the list.
Click Save.
Deleting draft charts
Only the creator of a draft Org Chart can delete it. Contact that user if someone has shared a draft with you that needs to be deleted.
To delete one of your draft charts:
Click Org Chart from the left navigation.
Select the Drafts tab.
Click the ellipsis of the intended draft Org Chart.
Select Delete from the dropdown.
Click I understand... Delete Anyway to confirm.
How to turn a draft chart into your primary chart
To turn one of your draft Org Charts into your organization's primary chart:
Click Org Chart from the left navigation.
Select the Drafts tab.
Click the ellipsis of the intended draft Org Chart.
Click Set as Primary.
Note: The previous primary chart will be erased. To preserve a copy, duplicate the primary chart as a draft before replacing it.