Creating A Department Role Type

 

Use the Department Role Type to display a department name in a role box underneath department members.

 

  1. Open the Org Chart where you wish to add the department role.
  2. Hover over the role box.
  3. Click the Plus sign (+) at the bottom. 

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                  mceclip2.png  The Add Role dialog box then appears.

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                        a.  Click the Select Role Type drop-down arrow.

                   b.  Select Department.


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             c. In the Department Title field, type the name of the department.

             d. In the Department Description field, type a description for the department.

             e. Click the Role Color field to select a color. 

             f. Click the Save button.

 

                           

                             mceclip2.png  The New Role dialog box then appears. A department role box appears at the top of

                                the tree branch to distinguish the department.

 



               

Note:  When creating a department, after you are finished creating all members, add the Department role above the top-level member of the department. 

 

To automatically build department roles see, Automatically Build Department Roles.

 

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Having trouble? Contact us at support@organimi.com or ask us about our concierge service.

 

 

 

 

 

 
 
 
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