The Lists feature allows you to group people by creating teams, committees, lists of high performers, and other types of non-hierarchical groupings. You can even assign roles within teams for matrix-style structures.
To create a list:
Note: Only Company Admins, HR Admins, and HR Managers can create lists. To learn more, refer to: Understanding User Roles & Permissions.
From the main menu, navigate to the Org Chart page.
Click the chart dropdown at the top of the page.
Click Lists and click the + icon to add the list.
To configure a list's name, description, members, and roles:
Give your new list a name.
Include an optional description to help define the purpose of the list or include instructions for its members.
Add people by typing their names in the List Members field, then click the enter key or the + icon.
Optionally assign each person a role once they have been added. Roles are intended to be within the scope of the list and can be different from someone’s official title on the org chart. For example, a person might be assigned a ‘Team Lead’ role within the context of the list.
Click Save.
To view and manage your lists:
View or manage a list by navigating to the Org Chart page and clicking the chart dropdown (the same location where you created a List). Here, you will see all lists that have been created.
Once you select a specific list, all list members will be viewable, along with any roles that have been assigned.
To edit your list, select the blue Manage List button in the top left corner of your page.
Click Save.
To adjust visibility and permissions to include the entire company or select collaborators only:
Click on the desired list.
Click on the visibility (eye) icon found in the upper right corner of the page.
Decide who this list will be visible to by selecting Collaborators Only or All Employees.
Under Collaborators, add individuals that you want to allow to edit this list by typing their names into the space provided.
Delete any collaborators, if needed, by using the x to the right of the person's name you want to delete.
The Link Sharing feature provides a way to share the list with people outside of your organization. The list will be read-only for anyone you share the link with.
Click Save.
Please contact our customer success team for additional assistance.