Creating A Location Role Type


This article will show you how to create a Location Role in your Org Chart. You can use a Location Role to specify where individuals or branch offices are located.




  1. Go to the Org Chart where you wish to add the location.
  2. Hover your mouse over the role box.
  3. Click the plus sign (+) to the right.


                              The Add Role screen appears.



             a. In the Select Role Type field, click the dropdown arrow.

             b. Select Location.


                      c. In the Location Name field, type the name of the location.

                 d. In the Location Address field, type the address of the location.

                 e. Click the Save button.


                                  The locations appear in your Org Chart.




Note: The location is linked to Google Maps, so you can incorporate geographic markers into your org structures.


Here is a quick video:




Having trouble? Contact us at or ask us about the concierge service.  

Have more questions? Submit a request


Article is closed for comments.
Powered by Zendesk