> ## Documentation Index
> Fetch the complete documentation index at: https://orgo.space/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Organisational Chart

> Visualize your leadership structure — who holds which roles at central and local levels

The Organisational 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.

<img src="https://mintcdn.com/orgo-dc7abe63/XwRe9SnuyKTSX-fw/images/platform/features/org-chart.png?fit=max&auto=format&n=XwRe9SnuyKTSX-fw&q=85&s=99664c0522e6113bcf6090b26facec87" alt="Organisational chart showing leadership hierarchy" style={{ width: "100%", borderRadius: "8px", border: "1px solid var(--border-color)", marginBottom: "1rem" }} width="3840" height="2160" data-path="images/platform/features/org-chart.png" />

***

## Do I need the org chart?

| Your situation                                  | Use it?                                          |
| ----------------------------------------------- | ------------------------------------------------ |
| Members need to know who the leaders are        | Yes — makes leadership visible and accessible    |
| You have central + local leadership tiers       | Yes — the chart shows both levels clearly        |
| New members need orientation on structure       | Yes — visual hierarchy is easier than a list     |
| Your org has formal governance (board, council) | Yes — document who holds each position           |
| You're a small, flat organization               | Optional — a simple members list might be enough |

***

## 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.

***

## What the chart shows

### Central section

Your organization's main leadership positions:

| Role example       | Typical use                |
| ------------------ | -------------------------- |
| President          | Head of organization       |
| Vice-President     | Deputy leadership          |
| Council Member     | Board or council positions |
| Executive Director | Operational leadership     |
| Secretary          | Administrative lead        |
| Treasurer          | Financial oversight        |

### 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.

***

## 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

***

## Setting up roles for the chart

Roles displayed in the chart come from your role configuration:

<Steps>
  <Step title="Create roles">
    Go to **Settings** → **Users & Profiles** → **Roles**. Create roles like President, Secretary, Committee Member.
  </Step>

  <Step title="Set the hierarchy">
    Arrange roles in the order they should appear — the chart reflects this ordering.
  </Step>

  <Step title="Assign members to roles">
    On a member's profile, go to **Roles** → **Add Role** → select the role and set a start date.
  </Step>

  <Step title="Chart updates automatically">
    Assignments, removals, and new Local Centers all reflect in the chart immediately.
  </Step>
</Steps>

***

## Visibility

Control who can see the organisational chart:

| Setting                 | Who can view                                      |
| ----------------------- | ------------------------------------------------- |
| **All members**         | Any logged-in member                              |
| **Specific groups**     | Only members of selected groups                   |
| **Public**              | Anyone, including non-members (no login required) |
| **Administrators only** | Internal reference only                           |

***

## Common scenarios

<AccordionGroup>
  <Accordion title="The chart is empty">
    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.
  </Accordion>

  <Accordion title="A position changed but the chart still shows the old person">
    Remove the old role assignment from the previous holder's profile and add it to the new person. The chart updates automatically.
  </Accordion>

  <Accordion title="I want to show the chart on our public website">
    Set visibility to **Public**. The chart page can then be linked or embedded without requiring login.
  </Accordion>

  <Accordion title="Can I customize how roles appear in the chart?">
    Yes — role names, descriptions, display order, and color coding are all configurable in the role settings. The chart renders whatever you've configured.
  </Accordion>

  <Accordion title="Some Local Centers don't show up in the chart">
    Local Centers appear in the chart only if they have members assigned to leadership roles. Centers with no role assignments aren't displayed.
  </Accordion>
</AccordionGroup>

***

## Related

* [User Types & Roles](/platform/users/user-types) — Configure roles and permissions
* [Local Centers](/platform/groups/local-groups) — Local center management
* [Members](/platform/users) — Member profiles and role assignments