Organization Trees (Org Trees)

In this article: 

• Overview
• Enable the Org Tree
• Access the Org Tree
• Navigate the Org Tree

Overview

The Organization Tree, Org Tree, is an optional feature that provides all users with an expandable chart that displays the manager hierarchy for the organization. 

If the Org Tree is enabled by an admin, employees can access the Org Tree at any time via the left-hand navigation menu.

Enable the Org Tree

As an admin, to enable/disable the Org Tree feature: 

1. Click and expand Administration in the left-hand navigation menu
2. Click General Settings
3. On the Organization tab, find the Org Tree Access card
4. Click the Enable Org Tree ☐ icon to enable/disable the Org Tree

How to Access the Org Tree

To access the Org Tree: 

1. Click Org Tree in the left-hand navigation menu

Navigate the Org Tree

When viewing your organization's Org Tree, the initial view will show the top of the hierarchy, i.e. President, CEO, etc. 

To navigate through the Org Tree, click Figure B in the image below to expand the tree and display the user's direct reports.

• A: Click the drop-down arrow, and View Profile 
• B: Click this icon to expand an additional layer and view the direct reports
  • The number indicates the number of direct reports assigned to the user

The Org Tree expands in this manner. To reset to the top of the tree, click Top.