To expand and collapse levels use the Set Visibility Depth button in the menu bar.Move about the Org Chart by clicking and dragging with your mouse.Only Admins in the organization can add boxes, make changes, and/or remove boxes and users.Please back up your information by Generating a Printout before you make any changes. All the changes will be automatically saved. It also makes it easy to know who you can go to when you need help. Note: Having a clear understanding of your function and roles and those of your team members empowers people to be responsible and accountable for their results. It includes their function (seat in the organization) and their roles (tasks/results for which they are accountable). So, a secretary to the Vice President of a company remains his or her secretary when the Vice President is promoted to become the President.The Organizational charts are designed to give everyone in the company an understanding of what each team member is accountable for. Do remember that the Assistant option has no real hierarchy level since these positions (such as a secretary) are often linked to the shape (such as the boss), for whom they are the assistant. This option places a shape at an intermediate level, but lower than the selected shape, as shown in Figure 9, below. To place an assistant shape below the selected shape, select the Add Shape Assistant option.Figure 8: Shape added below the selected Shape.If a shape already existed in the hierarchy level below the selected shape, this option adds a new independent, hierarchy level, as shown in Figure 8. This option adds a new shape in the hierarchy level below the selected shape. To insert a shape one level below the selected shape, click the Add Shape Below option, as shown in Figure 8, below.Figure 7: Shape added above the selected Shape.If a shape already existed in the hierarchy level above the selected shape, this option adds a new hierarchy level with one shape between the original two shapes. This option adds a new shape in the hierarchy level above the selected shape, as shown in Figure 7, below. To insert a shape one level above the selected shape, click the Add Shape Above option, as shown in Figure 4, previously on this page.Figure 6: Shape added before the selected Shape.The new shape is placed to the left of the original shape. This option works best when you want to add another person at the same organizational level as the shape you selected. To insert a shape at the same level as the selected shape (again creates another shape adjacent to the selected shape), click the Add Shape Before option, as shown in Figure 6, below.Figure 5: Shape added after the selected Shape.The new shape is placed to the right of the original shape. To insert a shape at the same level as the selected shape (to create an adjacent shape), click the Add Shape After option, as shown in Figure 5, below. Note that options here are the same as the ones within the Add Shape gallery, as shown in Figure 3, above. Alternatively, you can right-click the selected shape to bring up the resultant contextual menu, as shown in Figure 4, below.
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