Help CenterThe Organizational Charts section provides a centralized place to visualize, create and manage the structure of your organization.
It helps you clearly understand reporting relationships, departmental hierarchies and how different areas of the business connect.
From this screen, you can browse all existing charts, create new ones and perform key management actions.
When you open the Organizational Charts screen, you’ll find a simple table layout designed for clarity and quick navigation.
The table presents each organizational chart with its corresponding Name and action options.
Main Features
Add Organizational Chart
Click this button to create a new chart. A pop up will appear asking you to enter a Name for the chart. The name should reflect the organization or project it represents (for example, Architecture Company or Product Division).
Once you click Save, the new chart is added to the list and can be opened for further editing.
Refresh
The Refresh button reloads the orgnizatinal charts list ensuring that all recent changes are displayed.
This feature is useful after creating, editing or deleting records.
Include Deleted
The Include Deleted toggle (set to No by default) allows users to view or hide accounts that have been deleted.
Changing it to Yes displays both active and deleted records for audit or recovery purposes.
Export
The Export option enables the export of visible data into different formats (such as Excel, PDF or CSV) facilitating external analysis and reporting.
Only the currently displayed columns are exported respecting the active filters.
Columns
Through the Columns button users can add or remove columns in the table. This customization allows the interface to be adapted to the specific needs of each user.
Columns can also be reordered using drag and drop by moving the column header to the desired position.
Column Sorting
By clicking any column header users can sort the results in ascending or descending order.
A small arrow icon next to the column name indicates the current sorting direction.
Column Filters
Each column header includes a filter icon that opens a contextual filtering menu.
This allows users to search within that specific column using different matching criteria like:
- Starts With – displays only records beginning with the entered value;
- Contains – finds all records that include the value anywhere in the field;
- Equals – shows exact matches only;
- Ends With – filters results that end with the entered value.
After selecting the desired condition enter the value and click Filter to apply the filter.
Click Clear to remove it and restore the full list.
Pagination
At the bottom of the screen users can control the number of items per page and navigate through pages using the forward and backward arrows. This makes it easier to browse extensive organizational charts lists efficiently.
Access to Organizational Chart Details
To access the Organizational Chart Details screen simply click on the organizational chart’s name or the corresponding view icon.
This opens the Organizational Chart Details screen where users can review, edit and manage all information related to that Organizational Chart.
🔐Security Recommendation
Because Organizational Charts often contain sensitive internal information, we recommended that access to this module be controlled through user profiles and permissions.
Ideally, access should follow these principles:
View Access: Granted to users who need to consult the company’s structure without editing capabilities.
Edit Access: Limited to HR, management or administrators responsible for maintaining the organizational data.
Delete Access: Restricted to system administrators or users with full control over the module.
Implementing access control helps protect confidential company information and ensures that updates to organizational structures are accurate, traceable and aligned with company policies.