Organizational Charts - Details

The Organizational Chart Detail screen is where you can design, structure and visualize your company’s hierarchy.
This view lets you add, edit or reorganize departments to reflect how your business is structured in real life. Each node represents a department allowing you to build clear relationships between teams.

Main sections:

Name Field - The name at the top identifies the chart currently being viewed. You can edit it directly if you need to rename the structure.
Nodes Section - This is the central area where your company’s hierarchy is displayed.
Each orange box represents a department and can be expanded by adding sub departments beneath it.
The structure updates automatically as you create or rearrange nodes, offering a real-time view of how departements are organized.

⚠️Department Configuration

Before adding departments to an Organizational Chart, ensure they are already created and configured in the Departments screen.
The Organizational Chart pulls its department list directly from that configuration - meaning you can only select departments that already exist in the system.

If a department is missing from the dropdown when creating or editing a node:

Go to the Departments module and create it there.

Save your changes.

Return to the Organizational Chart screen and add it to the hierarchy.

Setting up departments in advance ensures consistency across modules and prevents duplicate structures.

Main Features

Adding Departments

To expand your hierarchy, click the Department + button on the relevant node.
This will open a new node creation window where you can define the new department.

When creating a top-level node:

Only the Department field will appear. This represents a primary department (e.g., Finance).
When creating a sub-department:
Two fields are displayed — Parent and Department.
- Parent: Indicates the department under which this new one will be placed (e.g., Finance).
- Department: The name of the new sub-department (e.g., Operations).

Click Save to add the department to the chart. The visual layout will refresh automatically to reflect the new hierarchy.

Editing Departments

To edit an existing node, click directly on the department’s box.
The Edit Node window will appear with one or two fields, depending on the level of the node:

Top-Level Department: Shows only the Department field

Sub-Level Department: Displays both Parent and Department.

You have three possible actions:

Update the department’s name.
Change its parent department to reposition it in the hierarchy.
Delete the node entirely by selecting Delete.

After making changes, click Save to apply updates.

Delete an Organizatin Chart

At the top right of the Organizational Chart Detail screen you’ll find a Delete option. This action can removes the entire organizational chart, including all of its departments and hierarchy nodes.

⚠️Note: This option should be used only when the entire chart is no longer relevant - for example, when a company or division has been restructured or replaced.

A confirmation prompt ensures that accidental deletions are avoided.

Confirm the deletion when prompted.

⚠️ Note: Deleting a organization chart does not remove it permanently - it can be restored later.

They remain accessible when Include Deleted is set to Yes, allowing administrators to review or restore them if necessary.