How to access
Menu → Organisation Chart Admin: Settings → Modules → Users → Enable Has Organisation ChartPrerequisites
- Organisation Chart module must be enabled
- Roles must be configured with hierarchy
Chart Overview
The organisation chart displays:| Section | Description |
|---|---|
| Central | Main organization leadership roles |
| Local groups | Local center leadership positions |
| Role hierarchy | Visual representation of positions |
| Member count | Number of members in each role |
Chart Structure
Central Section
Displays the main organization’s leadership:| Role Example | Description |
|---|---|
| President | Head of organization |
| Vice-president | Deputy leadership |
| Council member | Board/council positions |
| Executive director | Operational leadership |
| Secretary | Administrative lead |
Local Groups Section
Shows leadership within each local center:- Local center presidents
- Local coordinators
- Local committee members
Viewing the Chart
Navigation
- Click on any role box to see members in that position
- Each role shows the count of current members
- View member start dates in roles
- Click member name to view profile
Interactivity
When you click a role:- List of members appears
- Shows each member’s name
- Displays when they joined the role
- Link to member profile
Configuring Roles
Roles displayed in the chart are managed in Role settings:1
Navigate to Roles
Go to Settings → Users & Profiles → Roles.
2
Create/Edit Role
Add or modify roles that should appear in the chart.
3
Set hierarchy
Configure role order and relationships.
4
Assign members
Add members to roles from their profiles.
Role Assignment
Adding Members to Roles
- Go to member’s Profile
- Navigate to Roles section
- Click Add Role
- Select the role
- Set start date
- Save
Automatic Updates
The chart updates automatically when:- New members are assigned to roles
- Members leave roles
- Roles are created or modified
- Local centers are added
Visibility Settings
Control who can view the organisation chart:| Setting | Description |
|---|---|
| All members | Any authenticated member |
| Specific groups | Limited to selected groups |
| Public | Visible without login |
| Administrators only | Internal view only |
Customization
Role Display
Configure how roles appear:- Custom role names
- Role descriptions
- Display order
- Icon or color coding
Chart Layout
- Hierarchical tree view
- Central and local separation
- Expandable sections
Use Cases
New member orientation
New member orientation
Help new members understand the organization’s structure and find points of contact.
Leadership transparency
Leadership transparency
Make organizational leadership visible and accessible to all members.
Contact discovery
Contact discovery
Enable members to find and connect with leaders in specific roles.
Governance documentation
Governance documentation
Maintain a clear record of who holds which positions.
Best Practices
Keep roles current
Keep roles current
Update role assignments promptly when positions change.
Clear role names
Clear role names
Use descriptive role names that members will understand.
Complete assignments
Complete assignments
Ensure all leadership positions are reflected in the chart.
Set appropriate visibility
Set appropriate visibility
Consider which parts of the hierarchy should be public vs. member-only.
Related Features
- Roles - Role configuration
- Local Groups - Local center management
- Users - Member profiles