The Organization Chart Management page allows administrators to create, view, edit, and manage organizational hierarchies for companies. This system supports multi-level reporting structures with parent-child relationships, photo integration, and visual tree displays. Each organization chart belongs to a specific company (Sponsor) and can contain unlimited hierarchical levels.
Quick Start
Select a company from the dropdown filter to view its org chart
Click "Add" to create a new position in the organizational hierarchy
Use "Tree View" to see the visual organizational structure
Click "View Chart" for a full organizational chart display
Edit positions by clicking the "Edit" action button
Toolbar Functions
Button
Function
Description
Add
Create New Position
Opens the record editor to add a new organizational position. If a company is filtered, it pre-selects that company.
Back
Browser Back
Returns to the previous page in browser history.
Close
Close Window
Closes the current window or returns to Control Panel if in iframe.
??
Refresh Page
Reloads the current page to refresh data.
Company Dropdown
Filter by Company
Select "All Companies" or a specific company to filter the organizational chart records.
