To create a new Seat on your Org Chart:

1. Click Org Chart from the left navigation.
2. Click Edit Chart at the top right of the page.
3. Click the plus sign on the bottom left of the Seat's card the new Seat will report to.
4. Write the Seat's title in the popup.
5. (Optional) Click the plus signs to add Roles and Responsibilities for the Seat or add attachments.
6. Click Create.

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 person-plus icon on the Seat's card.
   1. To find the Seat you're assigning someone to, you may need to click the down arrows to expand departments/teams.
4. Click the user's name from the popup.

Changes are saved automatically.

To delete a Seat card from your Org Chart:

1. Click Org Chart from the left navigation.
2. Click Edit Chart at the top right of the page.
3. Click the ellipses at the top right of the Seat's card.
   1. To find the Seat you're looking for, you may need to click the down arrows to expand departments/teams.
4. Click Delete Seat from the popup.

If you delete a Seat that has Seats that report to it, those Seats (called the Seat's “children” by the platform) will also be deleted.

You can rearrange the Seats on the Org Chart using arrows to slide the cards left or right or by moving 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 arrows 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.

You can clone an existing Seat to copy over the same title, roles, responsibilities, and attachments to a new Seat.

To clone an existing Seat:

1. Click Org Chart from the left navigation.
2. Click Edit Chart at the top right of the page.
3. Click the ellipses at the top right of the Seat's card.
4. Click Clone Seat from the popup.

This process does not clone any Seats under the cloned Seat.