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The Organizational Chart gives members a visual map of your organization’s leadership. See who holds which roles at the central and local level, click through to profiles, and understand the reporting structure at a glance. Organizational chart showing leadership hierarchy

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Do I need the org chart?

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How it works

Enable: Settings → Modules → Users → enable Has Organisation Chart Access: Members find it via Menu → Organisation Chart The chart is auto-generated from your roles and role assignments. When you assign a member to a role, they appear in the chart. When they leave the role, they disappear. No manual chart-building needed.

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What the chart shows

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Central section

Your organization’s main leadership positions:

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Local groups section

Leadership within each Local Center:
  • Local center presidents
  • Local coordinators
  • Committee members
Each center shows its own leadership tree under the central section.

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Interacting with the chart

  • Click any role box to see the members currently holding that position
  • See member counts — each role shows how many people are assigned
  • View start dates — when each person joined the role
  • Click a member’s name to go to their profile

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Setting up roles for the chart

Roles displayed in the chart come from your role configuration:
1

Create roles

Go to Settings → Users & Profiles → Roles. Create roles like President, Secretary, Committee Member.
2

Set the hierarchy

Arrange roles in the order they should appear — the chart reflects this ordering.
3

Assign members to roles

On a member’s profile, go to Roles → Add Role → select the role and set a start date.
4

Chart updates automatically

Assignments, removals, and new Local Centers all reflect in the chart immediately.

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Visibility

Control who can see the organizational chart:

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Common scenarios

Roles exist but no members are assigned to them. Go to member profiles and assign people to roles. The chart populates from role assignments, not from the chart settings.
Remove the old role assignment from the previous holder’s profile and add it to the new person. The chart updates automatically.
Set visibility to Public. The chart page can then be linked or embedded without requiring login.
Yes — role names, descriptions, display order, and color coding are all configurable in the role settings. The chart renders whatever you’ve configured.
Local Centers appear in the chart only if they have members assigned to leadership roles. Centers with no role assignments aren’t displayed.