In this article, we will walk you step-by-step through creating an Assistant Role Type for your Org Chart.
Note: When creating an Assistant job title, you are adding a subordinate with the role type Assistant.
- Open the Org Chart where you wish to add an Assistant.
- Hover your mouse over the bottom of the role box where you wish to add the Assistant.
3. Click the Plus sign.
The Add Role screen appears.
a. In the Select Role Type field, click the down arrow.
b. Select Assistant.
c. In the Role Title field, type the title of the role.
d. In the Search for existing members field, type the member name and press Enter.
e. In the Additional Manager / Dotted Reports field, add direct and indirect reports.
f. Toggle the Assistant Position button left or right to determine how the assistant role
appears on your Org Chart.
e. Click the Save button.
The Executive Assistant role appears.
Here is a quick video: