Creating a Department Role Type

Use the Department role type to display a department name in a role box above the department members, and an an option to have a border surrounding department members. 

To display a department grouping:

  1. Go to the org chart where you wish to add the department role.

  2. Hover over a role box, and click on the plus sign (+) where you wish to add the new Department role.

    The New Role dialog box then appears (below).

    Note: When creating a department after all members have been created, add the Department role above the top level member of the department. 

  3. From the role type drop-down, select the Role Type: Department.

  4. Under Role Title, enter the name of the department, i.e. Marketing.  

    Choose a role color as desired, then click the Apply to Subchart slider to apply the color to the subchart.

  5. Click the blue Save button. 

    A department role box appears at the top of the tree branch to distinguish the department.

    Continue to add more Single or other members under the department role box.

  6. If you wish to have a border appear around the department, click Settings, Chart Settings.

  7. Choose the Chart Display tab at the left, and enable Show Border around Departments.

  8. Click Save.


Here is a quick video on how to create the Department Role Type:


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