Open the org chart
Open Manage organizations, choose the organization, and switch to the Org chart tab. Check the members and their existing assignments.
Assign managers
As Owner or Admin, you edit a person's manager selection.
- Find the person in the org chart.
- Choose the manager from the offered list.
- Wait for the update and check the assignment shown.
- Choose No manager if you want to remove the assignment.
Mind the effect on tasks
Task visibility can include tasks of people directly and indirectly reporting to someone. The access role setting for own tasks only limits this extra access. A hierarchy assignment isn't an appointment to Admin and isn't a change of ownership.
Frequently asked questions
Who can edit the org chart?
The management actions are available to Owners and Admins. Other members can view the chart they're shown.
Does assigning a manager automatically change the organization role?
No. Organization role, custom access role, and manager assignment are separate settings.