Question: How do I add a shared Assistant in my org chart, where multiple people (2-3) share a department or an Assistant?
Answer: This can be set up in a couple of different ways, depending on the reports of the multiple people.
- If the multiple people have the same reports (that is, they report to the same person), then create the role as a Shared role with many members, and the assistant role can be set up as a Single or Assistant role below them. Hover over the Shared role, and click the "+" sign below to add the Assistant.
Below is a picture of two VP Finance people in a shared role, with an Assistant (seen below) reporting to both of them as a "Single" type of role on the left, and "Assistant" type of role on the right.
- If the multiple people have different reports, and only share the Assistant, then currently you'd have to add the assistant to report to each of them separately.