Use custom positions

Create custom positions

Custom positions let you identify different position types, such as an assistant, coordinator, or joint manager.

From the chart box menu

1. Enter Edit Mode.
2. Open the chart box menu for the required person.
3. Select the position type from the menu.

From the Side Panel

1. Enter Edit Mode.
2. Select the required person.
3. Assign a position type from the dropdown menu in the Side Panel.

If the same person should appear both in the main hierarchy and as a custom position, add them as an additional role first, then apply the custom position to the additional role box.

Create a leadership team

Use a leadership team to display senior leaders, board members, or project decision-makers at the top of a chart without changing the main reporting hierarchy.

1. Enter Edit Mode.
2. Open the chart box menu for the person you want to add to the leadership team.
3. Select the leadership team option. A leadership box is created at the top of the chart and includes the person at the top of the hierarchy.
4. Rename the leadership box if required.

If the same person should appear both in the main hierarchy and in the leadership team, add them as an additional role first, then apply the leadership team option to the additional role box.