The Org Chart at Settings → Org Chart visualises your formal reporting structure: who reports to whom, including dotted-line and matrix relationships. It is separate from groups, which capture working units.
Open at Settings → Org Chart
Shows the full organisation in a hierarchical chart
Click Edit Reporting to add or change reporting lines
Search by name or email to jump to a person
The org chart is independent of groups (Settings → Groups)
What the org chart represents
The org chart captures your formal reporting structure. Each employee shows a count of direct reports below them. The structure is used for:
Routing actions and notifications to the appropriate manager
Hierarchy-aware reporting
Cross-referencing during incident investigations and consultations
Viewing the org chart
Open Settings → Org Chart. The chart starts at the top of your organisation and expands downward.
Click Expand All to show every level at once
Click the fullscreen toggle to view the chart in a larger area
Use the search bar to jump to a specific person by name or email
Editing reporting relationships
Click Edit Reporting to enter edit mode. From here you can:
Set or change a person's manager
Add a dotted-line manager (matrix relationship)
Remove a reporting line
Restructure direct reports
Changes are saved as you make them. Historical reporting structure is retained, so you can see how the organisation has changed over time.
How the org chart relates to groups
The org chart is the formal "who reports to whom". Groups (Settings → Groups) are the flexible working units used for compliance scope, data access, and group-level reporting.
A person can belong to multiple groups but has only one primary reporting line. Both views are used together: the org chart for line-management routing, groups for compliance access.
Related articles
Creating and managing groups (2.2)
Adding and managing users (2.3)