After creating a structure for your departments, teams, and seats, you'll want to start assigning team members. 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:

1. Click Org Chart from the left navigation.
2. Click Edit Chart at the top right of the page.
3. Click the profile icon () on the Seat's card.
4. 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/teams or use the search bar.

Unassigning a User

To unassign a user from a Seat:

1. Click Org Chart from the left navigation.
2. Click Edit Chart at the top right of the page.
3. Hover over the user's profile image and click the 'x'.

To unassign all users from a Seat:

1. Click Org Chart from the left navigation.
2. Click Edit Chart at the top right of the page.
3. Click the pencil icon  ()  to open a Seat's details panel.
4. Click the trash can icon () to remove all assigned users from the Seat.
5. Click Save.