This help article walks you through how to enable automatic role sorting.
There are four (4) automatic role sorting options to choose from:
- By First Name
- By Last Name
- By Role Title
These automatically sort the roles alphabetically left to right.
- By Size of Department: Sorts the chart by the size of the department from the smallest on the left to the largest on the right
1. Open the Chart where you wish to sort roles.
2. Click the Settings icon.
3. From the pop-up menu, select Chart Settings.
The Chart Property screen appears.
4. Select Chart Display.
The Chart Display screen appears.
a. In the Role Sorting field, select the sorting method.
b. Click the SAVE button when finished.
To manually adjust the order, from the Role Sorting field, select Order set in
chart. You can now manually order roles by dragging and dropping or by adding
roles to the left/right when building your chart.
If importing your file, the order is set by the order in the file (top to bottom in the
file equals left to right on the chart).