All users can use the following to adjust their view of the Org Chart or navigate through the tool:

• Search box — type in a user's name or Seat title
• Collapse () — collapse a layer (or all layers if clicked at the top of the page)
• Expand () — expand/open a layer (or all layers if clicked at the top of the page)
• Zoom in ()
• Zoom out ()
• Reset zoom
• View Details — see the chart's title, who created it (and when), who it's shared with, and read its description
• View a Seat's details () — click the icon on the top right of each Seat's card to view its details

Rearranging Seats

Users with Manager or higher permissions can rearrange the Seats on the Org Chart using arrows to slide the cards left or right or move a Seat under a new manager/parent Seat. Changes are saved automatically.

To move a Seat left or right on the Org Chart:

1. Click Org Chart from the left navigation.
2. Click Edit Chart at the top right of the page.
3. Click the left () or right arrow () to move the Seat's card to the preferred location.

To move a Seat under a different Seat:

1. Click Org Chart from the left navigation.
2. Click Edit Chart at the top right of the page.
3. Click the four-directional arrows icon ().
4. Click the new Manager Seat from the dropdown.
5. Click Save.

Locating Seats

After navigating to the Org Chart tool, you can quickly find a person or a Seat by writing the name of a team member or a Seat in the search bar and then clicking on the relevant result.