Add additional roles
Chart administrator role required
An additional role allows an individual to appear in one or more locations in the organization chart without changing their original position.
This can represent a temporary assignment to another team, a joint leadership role, or an assistant supporting multiple teams.
Use additional roles when the person already exists in the chart and you need to show another responsibility without changing their primary reporting relationship.
Assign an additional role
- Enter Edit Mode.
- Hover over the chart box where you want to add the additional position.
- Hover over the Add menu, then choose whether to add the additional position above, below, or as a peer.
- Navigate to the Additional Role tab.
- Search for and select the individual you want to give the additional role to.
- If required, enter an alternative job title for the additional role.
- Select Add. The additional role will be added to the chart and the individual's original chart position and reporting relationships will remain unchanged.
Additional Roles are stored separately from your chart's data source, so they are preserved when employee data is updated or changed.