Owner, Admin, and Manager-level users 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:

1. Click Org Chart from the left navigation.
2. Click the Drafts tab.
3. Click Create New near the top right of the screen.
4. Create a title.
5. (Optional) Describe how this chart differs from the Primary Chart.
6. (Optional) Share the draft with other users.
7. Click Create on the bottom left of the Create New Chart pop-up.

Making a Copy of Your Primary Org Chart

To make a copy of your primary Org Chart as a draft:

1. Click Org Chart from the left navigation.
2. Click the ellipsis () on the far right of the screen.
3. Click Duplicate as draft.

Editing Your Draft Charts

To edit one of your draft charts:

1. Click Org Chart from the left navigation.
2. Click the Drafts tab.
3. Click on the chart you wish to edit.
4. Edit as normal.

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:

1. Click Org Chart from the left navigation.
2. Select the Drafts tab.
3. Click the ellipsis () of the intended draft Org Chart.
4. Select Delete from the dropdown.
5. Click I understand… Delete Anyway to confirm.