Skip to main content
All CollectionsAdmin featuresOrganizational Chart
Activating and managing organizational charts
Activating and managing organizational charts
Updated over a year ago

You can create a customized organizational chart for your organization or team. Admins have the option to add departments one by one or create an entire chart at once using an Excel sheet.

1. Admin Console

Upon logging into Morningmate, access the Admin Console by selecting it at the bottom of the left-hand menu bar.

✔ Tip
Only admins within an organization have access to the Admin Console menu, where they can add or remove other admins.

mceclip0.png

1. Managing an organizational chart
You can set up and manage your company's organizational chart by accessing the Organizational chart option in the Admin Console.

2. Activating organizational chart
To add or modify departments, you must activate the organizational chart feature.

mceclip2.png


3. Adding departments
You can add departments to up to the 8th level in the organizational chart, for example, Company > BU > Management > Team.

  • Adding departments one by one
    To add a department, click on the "Add" button. Once added, you can drag and drop the department to change its level in the organizational chart.

    mceclip4.png


  • Adding departments all at once
    You can add multiple departments all at once by using an Excel sheet. This method is recommended for organizations with over 50 departments.

    mceclip5.png

4. Modifying department information
As an admin, you can modify department information such as department name, level, or delete departments altogether.

  • Changing a department name
    To change a department name, select the department and click on the Edit button.

    mceclip7.png

  • Changing the department level/order
    To change the level or order of a department within the organizational chart, simply drag and drop the department to the desired location.

    mceclip8.png

  • Deleting a department
    To delete a department, select the department you want to delete and click on the "Delete" option.

    mceclip9.png



5. Searching for a department
Enter a keyword to search for a specific department.

mceclip10.png
Did this answer your question?