Navigate the Org Chart in Growth Studio

Use the Growth Studio Org Chart to view reporting structures, mark critical roles, and draft plans.

Access the Org Chart

  1. Go to Growth Studio > Explore.
  1. Click the Org Chart tab.

Navigate the Org Chart

Use these controls to adjust your view:

  • Focus mode -- Narrow the view to one part of the organization.
  • Chart mode / List mode -- Switch between visual org chart and list view.
  • Find me in the chart -- Jump to your position in the organization.
  • Expand all -- Show additional reporting levels.

Mark a role as critical

  1. Go to Growth Studio > Explore > Org Chart.
  1. Click an employee card.
  1. Click Mark as Critical in the right panel.
  1. Select a reason and add optional context.
  1. (Optional) Click Add a successor to go to Nominations.

Draft a plan from the Org Chart

  1. Go to Growth Studio > Explore > Org Chart.
  1. Click an employee card.
  1. Click Draft a plan in the right panel.
  1. Select IDP or PIP.
  1. Click Confirm.

Confirmation: The critical role badge appears on the employee card, or the plan appears in Plans with Draft status.

If Something Goes Wrong

Issue Check Fix
Org Chart is empty Growth Studio access may be restricted Verify Settings > Features > Growth Studio is set to Everyone
Employee card missing The employee may not have a manager assigned Assign a manager in the employee's profile
Mark as Critical not visible You may lack admin permissions Contact your account admin to verify your role

Not Covered Here

The standalone company-wide Org Chart (accessible from the side navigation). See Organization Chart — Feature Overview.

Related Articles

Was this article helpful?

Sorry to hear that. Tell us what was missing →